Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,203,210
+$929,372 QoQ
Shares Held
28,116
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,545
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LEE DANNER & BASS INC holds $23,679,060 across 4 Banks - Diversified names. JPM ranks #2 (38.9% of the industry book) .
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,203,210 | 28,116 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,273,838 | 28,127 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,150,574 | 31,502 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,112,457 | 28,889 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,498,522 | 25,865 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,767,091 | 27,587 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,905,735 | 24,637 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,078,984 | 24,087 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,927,458 | 24,362 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $4,349,797 | 25,572 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,709,611 | 25,580 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,745,807 | 25,755 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,430,019 | 26,322 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,597,500 | 26,827 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,316,725 | 31,739 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,590,907 | 31,888 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,985,315 | 29,235 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,964,292 | 25,035 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,845,078 | 23,490 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,795,176 | 24,400 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,584,559 | 23,547 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,750,048 | 21,642 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,067,494 | 21,476 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,003,101 | 21,296 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,865,421 | 20,720 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||