Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$56,274,992
+$5,629,529 QoQ
Shares Held
185,135
-0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EAGLE GLOBAL ADVISORS LLC holds $92,558,526 across 8 Banks - Diversified names. JPM ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
185,135 | $56,274,992 | |
| 2 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
320,000 | $7,545,600 | |
| 3 | ING |
Ing Groep NV
|
237,470 | $7,451,808 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
352,839 | $7,017,967 | |
| 5 | BCS |
Barclays PLC
|
255,438 | $6,861,064 | |
| 6 | SAN |
Banco Santander, S.A.
|
368,450 | $5,084,610 | |
| 7 | C |
Citigroup Inc
|
11,950 | $1,672,522 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
7,865 | $649,963 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,765,575 | 170,365 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $50,134,865 | 170,434 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,195,963 | 171,299 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $54,107,285 | 171,535 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $50,213,571 | 173,204 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $42,995,938 | 175,279 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $42,018,046 | 175,287 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $33,729,587 | 159,962 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,511,070 | 160,739 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,236,771 | 185,905 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $31,776,551 | 186,811 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $27,622,684 | 190,475 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $27,806,382 | 191,188 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $26,124,027 | 200,476 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $27,089,943 | 202,013 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,174,835 | 202,630 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $23,146,197 | 205,543 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $28,227,646 | 207,069 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $32,806,319 | 207,176 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $34,418,768 | 210,268 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $32,198,957 | 207,014 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $31,049,135 | 203,962 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $26,202,977 | 206,209 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $20,010,778 | 207,861 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $19,681,020 | 209,239 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $14,823,979 | 164,656 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||