Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,692,950
-$608,557 QoQ
Shares Held
5,172
-33.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#3,120
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $2,456,998 across 2 Banks - Diversified names. JPM ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,172 | $1,692,950 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
8,035 | $764,048 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,692,950 | 5,172 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $2,301,507 | 7,824 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,760,610 | 5,464 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $1,188,855 | 3,769 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,060,490 | 3,658 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $680,707 | 2,775 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $468,633 | 1,955 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $1,655,672 | 7,852 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $871,133 | 4,307 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $300,850 | 1,502 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $388,508 | 2,284 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $853,007 | 5,882 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $1,093,417 | 7,518 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $678,393 | 5,206 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $605,327 | 4,514 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $665,873 | 6,372 | Shares | Other | 2022-11-08 | |
| 2022-06-30 | $648,858 | 5,762 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $710,226 | 5,210 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $2,620,217 | 16,547 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $2,091,629 | 12,778 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $2,698,774 | 17,351 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $2,573,295 | 16,904 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $2,089,920 | 16,447 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $1,738,923 | 18,063 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $1,836,709 | 19,527 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $54,018 | 600 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||