Cambridge Investment Research Advisors, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 1419186
FAIRFIELD, IA
Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$224,900,914
+$23,305,712 QoQ
Shares Held
687,077
+0.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#249
of 5,057 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $367,427,397 across 18 Banks - Diversified names. JPM ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
687,077 | $224,900,914 | |
| 2 | BAC |
Bank Of America Corp /De/
|
898,090 | $51,173,168 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
472,117 | $39,015,748 | |
| 4 | C |
Citigroup Inc
|
176,266 | $24,670,189 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
58,256 | $8,424,400 | |
| 6 | RY |
Royal Bank Of Canada
|
29,139 | $6,030,898 | |
| 7 | TD |
Toronto Dominion Bank
|
26,418 | $3,207,937 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
10,732 | $1,896,344 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,900,914 | 687,077 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $201,595,202 | 685,325 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $207,701,078 | 644,594 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $201,765,114 | 639,651 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $178,448,882 | 615,532 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $152,494,669 | 621,666 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $143,099,918 | 596,971 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $127,018,901 | 602,385 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $119,862,916 | 592,618 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $121,511,794 | 606,649 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $102,510,765 | 602,650 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $92,292,033 | 636,409 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $90,779,721 | 624,173 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $84,072,102 | 645,170 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $87,073,141 | 649,315 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $68,017,691 | 650,887 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $75,478,203 | 670,262 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $86,111,299 | 631,685 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $94,160,293 | 594,634 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $92,487,469 | 565,016 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $90,545,588 | 582,137 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $81,555,700 | 535,740 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $70,858,425 | 557,633 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $56,080,933 | 582,538 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $48,083,001 | 511,195 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $40,025,627 | 444,581 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||