Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$138,595,122
-$3,145,579 QoQ
Shares Held
423,411
-12.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
#334
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $164,873,904 across 13 Banks - Diversified names. JPM ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
423,411 | $138,595,122 | |
| 2 | BAC |
Bank Of America Corp /De/
|
293,744 | $16,737,532 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
74,086 | $6,122,466 | |
| 4 | TD |
Toronto Dominion Bank
|
12,599 | $1,529,895 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,960 | $1,151,094 | |
| 6 | C |
Citigroup Inc
|
2,401 | $336,043 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,588 | $151,002 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
762 | $134,645 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,595,122 | 423,411 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $141,740,701 | 481,849 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $150,958,458 | 468,495 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $143,146,549 | 453,814 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $129,484,822 | 446,638 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $93,707,053 | 382,010 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $79,426,949 | 331,346 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $69,532,138 | 329,755 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $65,953,547 | 326,083 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $49,312,256 | 246,192 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $42,780,320 | 251,501 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $36,527,202 | 251,877 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $36,962,411 | 254,142 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $37,001,524 | 283,950 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $38,403,960 | 286,383 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $34,730,470 | 332,349 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $59,985,432 | 532,683 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $72,161,673 | 529,355 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $85,039,017 | 537,032 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $88,651,230 | 541,580 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $83,241,430 | 535,177 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $81,297,365 | 534,043 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $71,451,842 | 562,303 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $54,661,720 | 567,796 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $54,050,732 | 574,641 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $50,960,761 | 566,042 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||