Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$37,015,458
+$2,658,453 QoQ
Shares Held
113,083
-3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#699
of 5,048 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, 2026J.W. COLE ADVISORS, INC. holds $71,170,445 across 11 Banks - Diversified names. JPM ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
113,083 | $37,015,458 | |
| 2 | BAC |
Bank Of America Corp /De/
|
216,525 | $12,337,594 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
101,411 | $8,380,605 | |
| 4 | RY |
Royal Bank Of Canada
|
27,854 | $5,764,942 | |
| 5 | C |
Citigroup Inc
|
26,954 | $3,772,481 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,238 | $2,203,567 | |
| 7 | TD |
Toronto Dominion Bank
|
5,643 | $685,229 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2,080 | $367,536 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,015,458 | 113,083 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $34,357,005 | 116,797 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $37,947,204 | 117,768 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $38,135,487 | 120,900 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $34,929,226 | 120,483 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,046,425 | 93,952 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,840,855 | 57,740 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,715,381 | 55,560 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,183,184 | 50,347 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,939,491 | 39,638 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,616,549 | 38,898 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,072,944 | 34,981 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,990,046 | 34,310 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,632,259 | 35,548 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,465,261 | 33,298 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,324,563 | 31,814 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,484,266 | 30,941 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,329,932 | 31,763 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $5,020,961 | 31,708 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $5,161,636 | 31,533 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $5,425,857 | 34,884 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,108,991 | 33,561 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $4,319,236 | 33,991 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,230,603 | 85,495 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,191,926 | 33,935 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $654,518 | 7,270 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||