MJP ASSOCIATES INC /ADV

Position in BAC — Bank Of America Corp /De/

CIK 715113 FARMINGTON, CT

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,484,670

+$138,878 QoQ

Shares Held

26,056

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,647

of 3,595 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MJP ASSOCIATES INC /ADV holds $7,727,508 across 5 Banks - Diversified names. BAC ranks #2 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,204	$4,976,725
2	BAC	Bank Of America Corp /De/ This page	26,056	$1,484,670
3	C	Citigroup Inc	4,427	$619,602
4	WFC	Wells Fargo & Company/Mn	4,595	$379,730
5	TD	Toronto Dominion Bank	2,197	$266,781

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,484,670	26,056	-5.6%	Shares	Sole	2026-08-11
2026-03-31	$1,345,792	27,606	-3.0%	Shares	Sole	2026-05-05
2025-12-31	$1,565,025	28,455	+4.7%	Shares	Sole	2026-02-06
2025-09-30	$1,401,958	27,175	+14.7%	Shares	Sole	2025-11-07
2025-06-30	$1,121,058	23,691	-2.6%	Shares	Sole	2025-08-08
2025-03-31	$1,014,915	24,321	-5.7%	Shares	Sole	2025-04-30
2024-12-31	$1,133,426	25,789	+2.0%	Shares	Sole	2025-02-14
2024-09-30	$1,002,753	25,271	+13.5%	Shares	Sole	2024-11-12
2024-06-30	$885,160	22,257	-3.0%	Shares	Sole	2024-07-12
2024-03-31	$870,074	22,945	+13.0%	Shares	Sole	2024-04-11
2023-12-31	$683,602	20,303	+37.4%	Shares	Sole	2024-01-18
2023-06-30	$423,837	14,773	-7.0%	Shares	Sole	2023-07-12
2023-03-31	$454,196	15,881	+0.6%	Shares	Sole	2023-04-18
2022-12-31	$522,699	15,782	+16.6%	Shares	Sole	2023-01-20
2022-09-30	$408,787	13,536	+7.3%	Shares	Sole	2022-10-12
2022-06-30	$392,736	12,616	+19.5%	Shares	Sole	2022-07-11
2022-03-31	$435,324	10,561	+21.1%	Shares	Sole	2022-04-19
2021-12-31	$387,952	8,720	+0.7%	Shares	Sole	2022-01-18
2021-09-30	$367,701	8,662	+1.0%	Shares	Sole	2021-10-13
2021-06-30	$353,547	8,575	+10.7%	Shares	Sole	2021-07-14
2021-03-31	$299,576	7,743	+11.2%	Shares	Sole	2021-05-04
2020-12-31	$211,078	6,964	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.