NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in JPM — Jpmorgan Chase & Co
CIK 1109767
CEDAR RAPIDS, IA
Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$17,929,173
+$2,007,469 QoQ
Shares Held
54,774
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#1,064
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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $25,978,772 across 7 Banks - Diversified names. JPM ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
54,774 | $17,929,173 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
114,162 | $2,270,682 | |
| 3 | BAC |
Bank Of America Corp /De/
|
26,751 | $1,524,271 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
14,905 | $1,417,316 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
16,380 | $1,353,643 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,880 | $1,139,526 | |
| 7 | C |
Citigroup Inc
|
2,459 | $344,161 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,929,173 | 54,774 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $15,921,704 | 54,126 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $20,518,647 | 63,679 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,852,707 | 56,598 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $15,758,637 | 54,357 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,404,016 | 58,720 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,260,178 | 63,661 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $13,065,307 | 61,962 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,895,719 | 58,814 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $11,351,001 | 56,670 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $8,526,772 | 50,128 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,708,683 | 53,156 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,466,453 | 51,337 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,730,902 | 51,653 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,293,162 | 54,386 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,102,958 | 20,124 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,112,113 | 18,756 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,569,495 | 18,849 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,492,923 | 9,428 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,369,430 | 8,366 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,125,331 | 7,235 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $787,942 | 5,176 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $666,355 | 5,244 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $497,523 | 5,168 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $369,467 | 3,928 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $379,926 | 4,220 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||