Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,536,247
+$1,722,706 QoQ
Shares Held
111,619
-5.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#704
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $109,724,154 across 6 Banks - Diversified names. JPM ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
111,619 | $36,536,247 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
169,750 | $24,547,547 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
286,035 | $23,637,932 | |
| 4 | BAC |
Bank Of America Corp /De/
|
265,286 | $15,115,996 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
39,034 | $6,897,307 | |
| 6 | C |
Citigroup Inc
|
21,357 | $2,989,125 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,536,247 | 111,619 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $34,813,541 | 118,349 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $39,386,561 | 122,235 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $39,513,916 | 125,270 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $38,285,224 | 132,059 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,068,402 | 134,808 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,023,887 | 137,766 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $28,858,088 | 136,859 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $27,119,425 | 134,082 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $24,129,540 | 120,467 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,448,858 | 102,580 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,362,665 | 50,770 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,220,323 | 42,769 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,743,152 | 44,073 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,357,278 | 47,407 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,224,164 | 49,992 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $16,679,004 | 148,113 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,443,774 | 149,969 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $33,931,554 | 214,282 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $37,054,996 | 226,373 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $39,136,197 | 251,615 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $37,850,771 | 248,642 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $33,404,796 | 262,885 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $25,064,664 | 260,358 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $25,704,058 | 273,273 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $26,513,294 | 294,494 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||