Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$30,019,434
+$3,279,997 QoQ
Shares Held
91,710
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#795
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $42,186,747 across 15 Banks - Diversified names. JPM ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
91,710 | $30,019,434 | |
| 2 | BAC |
Bank Of America Corp /De/
|
144,706 | $8,245,347 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
35,151 | $2,904,878 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
5,051 | $730,425 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
6,424 | $160,985 | |
| 6 | C |
Citigroup Inc
|
549 | $76,838 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,195 | $16,491 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
79 | $13,959 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,019,434 | 91,710 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $26,739,437 | 90,901 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $29,734,461 | 92,280 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $29,414,477 | 93,252 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $27,530,142 | 94,961 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $23,164,168 | 94,432 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $22,234,539 | 92,756 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $19,532,804 | 92,634 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,719,567 | 92,552 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,349,683 | 91,611 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $15,392,178 | 90,489 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $13,023,521 | 89,805 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $12,851,223 | 88,361 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,761,911 | 82,587 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $10,757,233 | 80,218 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $8,060,607 | 77,135 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,402,395 | 74,615 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,210,095 | 74,898 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $11,601,354 | 73,264 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,652,108 | 71,184 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,722,305 | 68,936 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,146,281 | 66,651 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,102,999 | 63,768 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,042,001 | 62,761 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,896,433 | 62,688 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,717,355 | 63,505 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||