Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,506,658
+$1,349,596 QoQ
Shares Held
22,933
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#1,713
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026IMA Advisory Services, Inc. holds $15,531,561 across 13 Banks - Diversified names. JPM ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
22,933 | $7,506,658 | |
| 2 | C |
Citigroup Inc
|
41,549 | $5,815,198 | |
| 3 | BAC |
Bank Of America Corp /De/
|
34,489 | $1,965,183 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,270 | $104,952 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,651 | $32,838 | |
| 6 | SAN |
Banco Santander, S.A.
|
2,334 | $32,209 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
205 | $19,493 | |
| 8 | BCS |
Barclays PLC
|
653 | $17,539 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,506,658 | 22,933 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,157,062 | 20,931 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,964,463 | 21,614 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,008,854 | 22,220 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,521,815 | 22,496 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,465,284 | 22,280 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,498,467 | 22,938 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,961,324 | 23,529 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,613,550 | 22,810 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,604,095 | 22,986 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,279,886 | 25,161 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,918,150 | 27,018 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $4,003,090 | 27,524 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,588,867 | 27,541 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,242,403 | 24,179 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,645,900 | 34,889 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,177,380 | 37,096 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $4,519,553 | 33,154 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $4,094,297 | 25,856 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,067,369 | 24,848 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,750,380 | 24,112 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,070,022 | 20,167 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,390,735 | 26,684 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,699,935 | 17,658 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,075,904 | 22,070 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,983,630 | 22,033 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||