Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$17,226,722
+$1,341,200 QoQ
Shares Held
52,628
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,085
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BURNEY CO/ holds $58,941,563 across 7 Banks - Diversified names. JPM ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
161,718 | $22,634,051 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
52,628 | $17,226,722 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
82,542 | $11,936,398 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
54,481 | $4,502,309 | |
| 5 | TD |
Toronto Dominion Bank
|
8,070 | $979,940 | |
| 6 | RY |
Royal Bank Of Canada
|
4,339 | $898,042 | |
| 7 | BAC |
Bank Of America Corp /De/
|
13,410 | $764,101 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,226,722 | 52,628 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $15,885,522 | 54,003 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $26,009,597 | 80,720 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $36,371,286 | 115,307 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $33,623,760 | 115,980 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $28,279,409 | 115,285 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $26,487,715 | 110,499 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,888,999 | 23,186 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,876,716 | 19,167 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,940,701 | 19,674 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $5,963,875 | 35,061 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,152,965 | 49,324 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $7,100,671 | 48,822 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,706,663 | 59,141 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,870,999 | 58,695 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,457,944 | 23,521 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,676,289 | 23,766 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,439,489 | 25,231 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,024,623 | 25,416 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,206,014 | 25,695 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,995,511 | 25,688 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,922,053 | 25,764 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,320,084 | 26,128 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,593,898 | 26,944 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $2,661,803 | 28,299 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,812,447 | 31,239 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||