Plante Moran Financial Advisors, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1424717
SOUTHFIELD, MI
Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,381,653
-$255,491 QoQ
Shares Held
7,276
-18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,813
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $2,836,864 across 14 Banks - Diversified names. JPM ranks #1 (84.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
7,276 | $2,381,653 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
2,046 | $169,081 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,769 | $157,777 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
354 | $33,661 | |
| 5 | C |
Citigroup Inc
|
154 | $21,553 | |
| 6 | RY |
Royal Bank Of Canada
|
98 | $20,283 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,091 | $15,055 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
479 | $9,527 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,381,653 | 7,276 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,637,144 | 8,965 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,141,967 | 9,751 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,291,196 | 10,434 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,663,012 | 12,635 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,143,519 | 12,815 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,297,450 | 13,756 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,919,996 | 23,333 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,075,161 | 15,204 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,950,218 | 14,729 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,898,504 | 17,040 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,235,628 | 15,416 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,295,624 | 15,784 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,416,860 | 10,873 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,405,099 | 10,478 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,167,474 | 11,172 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,324,518 | 11,762 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,678,508 | 12,313 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,047,148 | 12,928 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,144,175 | 13,099 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,704,251 | 10,957 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,089,813 | 13,728 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,276,291 | 10,044 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $953,073 | 9,900 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $911,065 | 9,686 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,041,557 | 11,569 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||