Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,577,675
-$629,088 QoQ
Shares Held
29,260
-15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#1,502
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, 2026AdvisorNet Financial, Inc holds $19,864,948 across 15 Banks - Diversified names. JPM ranks #1 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
29,260 | $9,577,675 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
37,431 | $5,412,896 | |
| 3 | C |
Citigroup Inc
|
9,561 | $1,338,157 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,065 | $1,327,611 | |
| 5 | BAC |
Bank Of America Corp /De/
|
19,321 | $1,100,910 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,188 | $530,971 | |
| 7 | RY |
Royal Bank Of Canada
|
703 | $145,499 | |
| 8 | SAN |
Banco Santander, S.A.
|
9,259 | $127,774 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,577,675 | 29,260 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $10,206,763 | 34,698 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,160,411 | 34,636 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $10,887,697 | 34,517 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,965,277 | 27,475 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,611,816 | 26,954 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $6,914,674 | 28,846 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,245,462 | 29,619 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,608,467 | 27,729 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,388,070 | 26,900 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $4,869,963 | 28,630 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,012,703 | 27,670 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,920,235 | 33,830 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,413,860 | 33,872 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,513,001 | 33,654 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,717,378 | 35,573 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $3,920,291 | 34,813 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $5,380,414 | 39,469 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,864,650 | 37,036 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,250,502 | 38,185 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $6,405,914 | 41,185 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $6,466,730 | 42,480 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $4,681,640 | 36,843 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,559,679 | 36,976 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,315,332 | 35,247 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $3,064,801 | 34,042 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||