Homestead Advisers Corp

Position in JPM — Jpmorgan Chase & Co

CIK 944804 Arlington, VA

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$161,349,140

-$1,740,518 QoQ

Shares Held

492,925

-11.1% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

4.01%

of 13F equity value

Holder Rank

#309

of 5,056 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, 2026

Homestead Advisers Corp holds $340,049,782 across 3 Banks - Diversified names. JPM ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	492,925	$161,349,140
2	C	Citigroup Inc	650,066	$90,983,237
3	BAC	Bank Of America Corp /De/	1,539,442	$87,717,405

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,349,140	492,925	-11.1%	Shares	Defined	2026-08-13
2026-03-31	$163,089,658	554,425	-1.1%	Shares	Defined	2026-05-08
2025-12-31	$180,676,809	560,725	-17.2%	Shares	Defined	2026-02-10
2025-09-30	$213,683,637	677,436	-6.2%	Shares	Defined	2025-11-05
2025-06-30	$209,296,465	721,936	-4.5%	Shares	Defined	2025-08-05
2025-03-31	$185,406,570	755,836	-6.0%	Shares	Defined	2025-05-06
2024-12-31	$192,735,469	804,036	+1.7%	Shares	Defined	2025-02-12
2024-09-30	$166,713,506	790,636	-2.3%	Shares	Defined	2024-11-01
2024-06-30	$163,696,299	809,336	-8.6%	Shares	Defined	2024-07-23
2024-03-31	$177,392,890	885,636	-1.5%	Shares	Defined	2024-05-10
2023-12-31	$152,943,033	899,136	-5.9%	Shares	Defined	2024-02-13
2023-09-30	$138,542,826	955,336	+1.6%	Shares	Defined	2023-11-09
2023-06-30	$136,762,467	940,336	+0.5%	Shares	Defined	2023-07-25
2023-03-31	$121,909,696	935,536	-7.4%	Shares	Defined	2023-04-27
2022-12-31	$135,419,007	1,009,836	-10.8%	Shares	Defined	2023-02-03
2022-09-30	$118,350,012	1,132,536	-2.8%	Shares	Defined	2022-11-07
2022-06-30	$131,217,225	1,165,236	+1.0%	Shares	Defined	2022-08-01
2022-03-31	$157,345,451	1,154,236	-1.5%	Shares	Defined	2022-05-12
2021-12-31	$185,607,735	1,172,136	-0.7%	Shares	Defined	2022-02-07
2021-09-30	$193,307,413	1,180,936	-1.3%	Shares	Defined	2021-11-05
2021-06-30	$186,109,209	1,196,536	-1.4%	Shares	Defined	2021-08-02
2021-03-31	$184,721,362	1,213,436	-4.9%	Shares	Defined	2021-05-07
2020-12-31	$162,069,652	1,275,436	-2.4%	Shares	Defined	2021-02-10
2020-09-30	$125,770,593	1,306,436	-10.2%	Shares	Defined	2020-11-13
2020-06-30	$136,785,438	1,454,236	+0.1%	Shares	Defined	2020-08-13
2020-03-31	$130,744,807	1,452,236	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.