Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$36,214,481
+$4,086,032 QoQ
Shares Held
110,636
+1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#705
of 5,048 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, 2026HBK Sorce Advisory LLC holds $45,096,868 across 10 Banks - Diversified names. JPM ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
110,636 | $36,214,481 | |
| 2 | BAC |
Bank Of America Corp /De/
|
57,045 | $3,250,424 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
23,925 | $1,977,162 | |
| 4 | C |
Citigroup Inc
|
13,134 | $1,838,234 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,725 | $394,062 | |
| 6 | TD |
Toronto Dominion Bank
|
3,037 | $368,782 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
3,221 | $306,284 | |
| 8 | SAN |
Banco Santander, S.A.
|
19,847 | $273,888 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,214,481 | 110,636 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $32,128,449 | 109,221 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $35,359,778 | 109,738 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $34,455,680 | 109,234 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $31,903,435 | 110,046 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $30,788,584 | 125,514 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $30,010,014 | 125,193 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $25,930,719 | 122,976 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,941,085 | 123,312 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $25,178,911 | 125,706 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $21,204,666 | 124,660 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $19,838,590 | 136,799 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $20,361,600 | 140,000 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $19,594,063 | 150,365 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $63,947,194 | 476,862 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $24,521,656 | 234,657 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,117,399 | 107,605 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $30,835,720 | 226,201 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $36,702,521 | 231,781 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $37,559,325 | 229,454 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,445,232 | 227,885 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $34,247,944 | 224,975 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $32,852,296 | 258,537 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $20,670,613 | 214,715 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $20,107,300 | 213,771 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $17,040,608 | 189,277 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||