Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$30,135,309
+$3,456,468 QoQ
Shares Held
92,064
+1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#792
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LEAVELL INVESTMENT MANAGEMENT, INC. holds $40,269,355 across 8 Banks - Diversified names. JPM ranks #1 (74.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
92,064 | $30,135,309 | |
| 2 | C |
Citigroup Inc
|
19,770 | $2,767,009 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
23,089 | $1,908,074 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
12,200 | $1,764,242 | |
| 5 | BAC |
Bank Of America Corp /De/
|
23,876 | $1,360,454 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
54,052 | $1,354,543 | |
| 7 | SAN |
Banco Santander, S.A.
|
41,517 | $572,934 | |
| 8 | TD |
Toronto Dominion Bank
|
3,350 | $406,790 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,135,309 | 92,064 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $26,678,841 | 90,695 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $29,121,921 | 90,379 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $28,659,023 | 90,857 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $27,518,547 | 94,921 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $22,833,259 | 93,083 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $22,509,488 | 93,903 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $19,608,925 | 92,995 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $18,931,333 | 93,599 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $18,338,266 | 91,554 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $15,164,074 | 89,148 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $12,778,002 | 88,112 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $12,801,337 | 88,018 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $11,432,356 | 87,732 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $11,718,060 | 87,383 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $9,759,359 | 93,391 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $10,131,859 | 89,973 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $12,163,288 | 89,226 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $14,169,633 | 89,483 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $14,598,528 | 89,184 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $13,592,329 | 87,388 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $13,303,075 | 87,388 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $11,177,966 | 87,967 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $8,539,341 | 88,702 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $8,398,523 | 89,289 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,856,918 | 87,270 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||