Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$134,725,100
+$11,939,187 QoQ
Shares Held
411,588
-1.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
6.95%
of 13F equity value
Holder Rank
#337
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STALEY CAPITAL ADVISERS INC holds $183,085,117 across 3 Banks - Diversified names. JPM ranks #1 (73.6% of the industry book) .
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,725,100 | 411,588 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $122,785,913 | 417,412 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $135,483,521 | 420,469 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $135,366,784 | 429,150 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $126,617,612 | 436,748 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $108,760,868 | 443,379 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $111,790,676 | 466,358 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $101,082,699 | 479,383 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $97,215,864 | 480,648 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $97,208,594 | 485,315 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $83,951,664 | 493,543 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $71,155,513 | 490,660 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $71,483,905 | 491,501 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $63,973,088 | 490,930 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $65,443,750 | 488,022 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $51,134,044 | 489,321 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $54,078,700 | 480,230 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $63,819,434 | 468,159 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $72,850,184 | 460,058 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $76,368,423 | 466,543 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $72,937,838 | 468,933 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $71,650,398 | 470,672 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $60,353,294 | 474,961 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $47,310,639 | 491,437 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $45,602,357 | 484,822 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $43,468,824 | 482,826 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||