Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,774,108
-$255,733 QoQ
Shares Held
14,585
-14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#2,148
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Voya Financial Advisors, Inc. holds $10,590,446 across 5 Banks - Diversified names. JPM ranks #1 (45.1% of the industry book) .
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,774,108 | 14,585 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,029,841 | 17,099 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,794,482 | 17,983 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,813,374 | 18,430 | Shares | Defined | 2025-10-09 | |
| 2025-06-30 | $5,376,960 | 18,547 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,212,870 | 21,251 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,790,124 | 19,983 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,126,951 | 19,572 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,634,005 | 17,967 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,413,512 | 17,042 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,808,180 | 16,509 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,373,252 | 16,365 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,308,278 | 15,871 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,081,050 | 15,970 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,621,789 | 19,551 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,316,869 | 22,171 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,496,788 | 22,172 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,253,871 | 9,198 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,305,754 | 8,246 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,220,963 | 7,459 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,051,450 | 6,760 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,837,866 | 51,487 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,431,266 | 50,612 | Shares | Defined | 2021-03-05 | |
| 2020-09-30 | $4,974,559 | 51,673 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,874,847 | 51,827 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,938,595 | 54,855 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||