Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,954,473
+$306,890 QoQ
Shares Held
12,081
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#2,307
of 5,057 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ATLAS CAPITAL ADVISORS INC. holds $12,349,666 across 16 Banks - Diversified names. JPM ranks #1 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
12,081 | $3,954,473 | |
| 2 | SAN |
Banco Santander, S.A.
|
105,837 | $1,460,550 | |
| 3 | BCS |
Barclays PLC
|
51,917 | $1,394,490 | |
| 4 | UBS |
UBS Group AG
|
22,796 | $1,129,769 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,078 | $956,271 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,092 | $929,525 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
18,547 | $437,338 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,370 | $415,543 |
All Filings in JPM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,954,473 | 12,081 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,647,583 | 12,400 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,931,405 | 12,201 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $1,976,605 | 6,818 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,681,285 | 6,854 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,834,739 | 7,654 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,550,875 | 7,355 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,486,004 | 7,347 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,471,604 | 7,347 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,208,050 | 7,102 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,029,932 | 7,102 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,032,914 | 7,102 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $813,395 | 6,242 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $812,243 | 6,057 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $632,956 | 6,057 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $774,982 | 6,882 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $970,189 | 7,117 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,158,646 | 7,317 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,197,719 | 7,317 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,138,086 | 7,317 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,096,664 | 7,204 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $853,402 | 6,716 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $191,882 | 2,040 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $552,244 | 6,134 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||