Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,482,436
+$550,556 QoQ
Shares Held
22,859
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#1,717
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, 20261834 INVESTMENT ADVISORS CO holds $15,754,960 across 6 Banks - Diversified names. JPM ranks #1 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
22,859 | $7,482,436 | |
| 2 | C |
Citigroup Inc
|
31,941 | $4,470,462 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
11,844 | $1,712,760 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,719 | $1,381,658 | |
| 5 | SAN |
Banco Santander, S.A.
|
26,100 | $360,180 | |
| 6 | BAC |
Bank Of America Corp /De/
|
6,098 | $347,464 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,482,436 | 22,859 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,931,880 | 23,565 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,630,814 | 23,682 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,659,902 | 24,284 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,050,321 | 24,319 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,995,132 | 24,440 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,174,929 | 25,760 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,771,659 | 27,372 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,929,656 | 29,317 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,081,308 | 30,361 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,867,635 | 46,253 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $7,672,573 | 52,907 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,002,445 | 61,898 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,289,278 | 71,286 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,280,256 | 69,204 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,412,603 | 70,934 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,085,510 | 71,801 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $9,711,573 | 71,241 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $11,648,542 | 73,562 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $11,978,343 | 73,177 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,426,901 | 73,466 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $11,327,129 | 74,408 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,479,844 | 82,473 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,107,666 | 84,218 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,823,910 | 83,180 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $6,871,899 | 76,329 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||