ALPS ADVISORS INC

Position in JPM — Jpmorgan Chase & Co

CIK 1376113 Denver, CO

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$16,486,302

+$10,383,659 QoQ

Shares Held

50,366

+142.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,109

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, 2026

ALPS ADVISORS INC holds $29,037,544 across 5 Banks - Diversified names. JPM ranks #1 (56.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	50,366	$16,486,302
2	C	Citigroup Inc	32,128	$4,496,634
3	WFC	Wells Fargo & Company/Mn	45,342	$3,747,062
4	BAC	Bank Of America Corp /De/	60,700	$3,458,686
5	BNY	Bank of New York Mellon Corp	5,870	$848,860

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,486,302	50,366	+142.8%	Shares	Defined	2026-07-29
2026-03-31	$6,102,643	20,746	-7.5%	Shares	Defined	2026-05-08
2025-12-31	$7,226,105	22,426	+0.8%	Shares	Defined	2026-02-12
2025-09-30	$7,014,847	22,239	+10.8%	Shares	Defined	2025-11-05
2025-06-30	$5,817,623	20,067	-3.0%	Shares	Defined	2025-08-11
2025-03-31	$5,072,558	20,679	-4.2%	Shares	Defined	2025-04-30
2024-12-31	$5,176,777	21,596	-3.1%	Shares	Defined	2025-02-13
2024-09-30	$4,697,749	22,279	-87.2%	Shares	Defined	2024-11-12
2024-06-30	$35,248,861	174,275	-0.8%	Shares	Defined	2024-08-13
2024-03-31	$35,184,898	175,661	+0.7%	Shares	Defined	2024-05-14
2023-12-31	$29,674,115	174,451	+0.5%	Shares	Defined	2024-02-14
2023-09-30	$25,165,030	173,528	+2011.3%	Shares	Defined	2023-11-14
2023-06-30	$1,195,371	8,219	+76.4%	Shares	Defined	2023-08-14
2023-03-31	$607,114	4,659	-50.0%	Shares	Defined	2023-05-10
2022-12-31	$1,249,811	9,320	+2.4%	Shares	Other	2023-02-14
2022-09-30	$951,158	9,102	-54.7%	Shares	Other	2022-11-14
2022-06-30	$2,264,924	20,113	+136.1%	Shares	Other	2022-08-15
2022-03-31	$1,161,446	8,520	-22.1%	Shares	Defined	2022-05-16
2021-12-31	$1,732,349	10,940	-98.9%	Shares	Defined	2022-02-09
2021-09-30	$169,228,451	1,033,835	+0.1%	Shares	Defined	2021-11-15
2021-06-30	$160,700,817	1,033,180	+0.2%	Shares	Other	2021-08-11
2021-03-31	$156,991,754	1,031,280	+0.0%	Shares	Other	2021-05-07
2020-12-31	$131,043,478	1,031,270	+0.3%	Shares	Defined	2021-02-03
2020-09-30	$98,965,560	1,028,000	-0.2%	Shares	Other	2020-11-05
2020-06-30	$96,896,661	1,030,158	-0.0%	Shares	Defined	2020-08-05
2020-03-31	$92,766,731	1,030,398	—	Shares	Defined	2020-05-06
No filing history on record for this holder in this stock.