SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1079935
LOS ANGELES, CA
Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,835,304
-$403,090 QoQ
Shares Held
20,882
-15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,807
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $80,306,074 across 7 Banks - Diversified names. JPM ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
505,602 | $70,764,055 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
20,882 | $6,835,304 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,954 | $905,237 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,379 | $819,314 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,055 | $586,392 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,200 | $212,039 | |
| 7 | SAN |
Banco Santander, S.A.
|
13,314 | $183,733 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,835,304 | 20,882 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,238,394 | 24,607 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,862,490 | 24,401 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,498,716 | 23,773 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,788,532 | 23,416 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $5,275,666 | 21,507 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $5,326,595 | 22,221 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,589,789 | 21,767 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,433,741 | 21,921 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,049,972 | 5,242 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $934,358 | 5,493 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $726,549 | 5,010 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $743,634 | 5,113 | Shares | Defined | 2023-07-20 | |
| 2023-03-31 | $678,002 | 5,203 | Shares | Defined | 2023-05-03 | |
| 2022-12-31 | $676,801 | 5,047 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $592,933 | 5,674 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $653,137 | 5,800 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $1,022,808 | 7,503 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $39,993,667 | 252,565 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $10,674,878 | 65,214 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $9,460,408 | 60,823 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $8,911,239 | 58,538 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $7,935,266 | 62,448 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $5,959,304 | 61,902 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $5,168,032 | 54,944 | Shares | Defined | 2020-07-21 | |
| 2020-03-31 | $4,455,044 | 49,484 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||