Financial Engines Advisors L.L.C.

Position in JPM — Jpmorgan Chase & Co

CIK 1420473 SANTA CLARA, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,098,151

+$801,068 QoQ

Shares Held

21,685

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,764

of 5,058 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Financial Engines Advisors L.L.C. holds $32,842,328 across 8 Banks - Diversified names. JPM ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	128,045	$18,516,587
2	JPM	Jpmorgan Chase & Co This page	21,685	$7,098,151
3	BAC	Bank Of America Corp /De/	42,606	$2,427,689
4	RY	Royal Bank Of Canada	10,105	$2,091,431
5	WFC	Wells Fargo & Company/Mn	18,030	$1,489,999
6	C	Citigroup Inc	4,773	$668,029
7	ING	Ing Groep NV	9,436	$296,101
8	UBS	UBS Group AG	5,132	$254,341

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,098,151	21,685	+1.3%	Shares	Sole	2026-08-14
2026-03-31	$6,297,083	21,407	-4.2%	Shares	Sole	2026-05-14
2025-12-31	$7,201,939	22,351	-2.7%	Shares	Sole	2026-02-12
2025-09-30	$7,243,534	22,964	+17.0%	Shares	Sole	2025-11-17
2025-06-30	$5,691,803	19,633	+19.0%	Shares	Sole	2025-08-14
2025-03-31	$4,047,450	16,500	-0.3%	Shares	Sole	2025-05-12
2024-12-31	$3,966,960	16,549	+98.6%	Shares	Sole	2025-02-12
2024-09-30	$1,756,885	8,332	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$1,679,162	8,302	+0.3%	Shares	Sole	2024-08-14
2024-03-31	$1,658,283	8,279	+51.6%	Shares	Sole	2024-05-13
2023-12-31	$928,746	5,460	-6.5%	Shares	Sole	2024-02-13
2023-09-30	$846,626	5,838	+103.3%	Shares	Sole	2023-11-13
2023-06-30	$417,703	2,872	+12.6%	Shares	Sole	2023-08-11
2023-03-31	$332,290	2,550	-58.1%	Shares	Sole	2023-05-12
2022-12-31	$815,730	6,083	+72.4%	Shares	Sole	2023-02-14
2022-09-30	$368,780	3,529	+14.1%	Shares	Sole	2022-11-10
2022-06-30	$348,415	3,094	+7.4%	Shares	Sole	2022-08-11
2022-03-31	$392,737	2,881	+21.8%	Shares	Sole	2022-05-12
2021-12-31	$374,497	2,365	-41.0%	Shares	Sole	2022-02-10
2021-09-30	$656,396	4,010	-21.3%	Shares	Sole	2021-11-12
2021-06-30	$792,476	5,095	-12.1%	Shares	Sole	2021-08-12
2021-03-31	$882,325	5,796	-5.6%	Shares	Sole	2021-05-12
2020-12-31	$780,591	6,143	+16.6%	Shares	Sole	2021-02-11
2020-09-30	$507,342	5,270	+99.2%	Shares	Sole	2020-11-12
2020-06-30	$248,788	2,645	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.