Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,664,779
+$380,633 QoQ
Shares Held
14,251
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,162
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, 2026HARTLINE INVESTMENT CORP/ holds $22,592,675 across 2 Banks - Diversified names. JPM ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
128,093 | $17,927,896 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
14,251 | $4,664,779 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,664,779 | 14,251 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,284,146 | 14,564 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,614,190 | 14,320 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,376,906 | 13,876 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,011,484 | 13,837 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,542,622 | 14,442 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,436,722 | 14,337 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,963,426 | 14,054 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,835,078 | 14,017 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,197,188 | 15,962 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,609,844 | 15,343 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,159,492 | 14,891 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,928,098 | 13,257 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,727,519 | 13,257 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,722,112 | 12,842 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $691,267 | 6,615 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,426,543 | 12,668 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,752,802 | 12,858 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,047,465 | 12,930 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,108,327 | 12,880 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,999,933 | 12,858 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,940,628 | 12,748 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,609,722 | 12,668 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,198,176 | 12,446 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,244,037 | 13,226 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,373,857 | 15,260 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||