Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$127,397,162
-$1,338,431 QoQ
Shares Held
389,201
-11.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#352
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $211,617,777 across 17 Banks - Diversified names. JPM ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
389,201 | $127,397,162 | |
| 2 | BAC |
Bank Of America Corp /De/
|
713,545 | $40,657,793 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
120,971 | $17,493,616 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
147,245 | $12,168,326 | |
| 5 | ING |
Ing Groep NV
|
309,114 | $9,699,996 | |
| 6 | C |
Citigroup Inc
|
10,592 | $1,482,455 | |
| 7 | TD |
Toronto Dominion Bank
|
11,257 | $1,366,937 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
15,504 | $365,584 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,397,162 | 389,201 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $128,735,593 | 437,638 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $143,168,789 | 444,320 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $132,102,083 | 418,800 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $122,635,988 | 423,014 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $106,537,224 | 434,314 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $114,274,310 | 476,719 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $102,169,260 | 484,536 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $100,060,245 | 494,711 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $99,585,354 | 497,181 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $86,293,940 | 507,313 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $74,742,727 | 515,396 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $77,729,098 | 534,441 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $61,383,958 | 471,061 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $63,853,323 | 476,162 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $50,288,639 | 481,231 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $54,750,530 | 486,196 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $66,223,710 | 485,796 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $80,999,825 | 511,524 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $71,945,028 | 439,520 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $67,809,529 | 435,962 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $66,436,064 | 436,419 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $55,418,403 | 436,125 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $44,144,704 | 458,551 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $43,131,307 | 458,551 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $40,372,152 | 448,430 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||