Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,019,795
+$3,021,040 QoQ
Shares Held
76,436
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#881
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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $39,523,760 across 11 Banks - Diversified names. JPM ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
76,436 | $25,019,795 | |
| 2 | BAC |
Bank Of America Corp /De/
|
101,111 | $5,761,304 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,379 | $3,254,280 | |
| 4 | C |
Citigroup Inc
|
15,864 | $2,220,325 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,906 | $1,143,286 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,454 | $972,210 | |
| 7 | ING |
Ing Groep NV
|
8,039 | $252,263 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,448 | $236,766 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,019,795 | 76,436 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,998,755 | 74,785 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,946,423 | 74,317 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,347,497 | 74,018 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,201,408 | 73,131 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,595,683 | 63,578 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,945,918 | 62,350 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,841,374 | 60,900 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,047,212 | 59,563 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,379,844 | 56,814 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $8,713,202 | 51,224 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $13,903,212 | 95,871 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,951,041 | 95,923 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $12,852,605 | 98,631 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,830,302 | 88,220 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $9,684,015 | 92,670 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,410,344 | 92,446 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,727,064 | 86,026 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $6,896,934 | 43,555 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,693,938 | 40,894 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,206,046 | 39,900 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,850,960 | 38,435 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,133,037 | 24,656 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,057,963 | 21,377 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,012,978 | 21,401 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,703,997 | 18,927 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||