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Equibles

DENALI ADVISORS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1142941 SAN DIEGO, CA
Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$5,882,120
+$654,897 QoQ
Shares Held
17,970
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,954
of 5,077 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, 2026

DENALI ADVISORS LLC holds $16,177,301 across 6 Banks - Diversified names. JPM ranks #2 (36.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NTB
Bank of N.T. Butterfield & Son Ltd
 139,869 $8,322,205
2 JPM
Jpmorgan Chase & Co
This page 		17,970 $5,882,120
3 BAC
Bank Of America Corp /De/
 22,000 $1,253,560
4 MUFG
Mitsubishi Ufj Financial Group Inc
 14,187 $282,179
5 BCS
Barclays PLC
 8,741 $234,783
6 BNY
Bank of New York Mellon Corp
 1,400 $202,454

All Filings in JPM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,882,120 17,970
2026-03-31 $5,227,223 17,770
2025-12-31 $5,564,739 17,270
2025-09-30 $5,415,933 17,170
2025-06-30 $5,035,736 17,370
2025-03-31 $4,457,101 18,170
2024-12-31 $4,451,414 18,570
2024-09-30 $4,000,014 18,970
2024-06-30 $1,213,560 6,000
2024-03-31 $1,221,830 6,100
2023-12-31 $1,139,670 6,700
2023-09-30 $1,029,642 7,100
2023-06-30 $1,032,624 7,100
2023-03-31 $912,170 7,000
2022-12-31 $992,340 7,400
2022-09-30 $867,350 8,300
2022-06-30 $889,619 7,900
2022-03-31 $967,872 7,100
2021-12-31 $997,605 6,300
2021-09-30 $1,063,985 6,500
2021-06-30 $575,498 3,700
2021-03-31 $2,618,356 17,200
2020-12-31 $10,229,135 80,500
2020-09-30 $9,174,531 95,300
2020-06-30 $8,568,866 91,100
2020-03-31 $9,237,078 102,600