Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$122,363,155
+$13,300,394 QoQ
Shares Held
373,822
+0.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#364
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $204,806,392 across 18 Banks - Diversified names. JPM ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
373,822 | $122,363,155 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
190,870 | $15,773,496 | |
| 3 | BAC |
Bank Of America Corp /De/
|
275,832 | $15,716,907 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
357,171 | $8,950,705 | |
| 5 | RY |
Royal Bank Of Canada
|
42,869 | $8,872,596 | |
| 6 | ING |
Ing Groep NV
|
218,897 | $6,868,987 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
43,924 | $6,351,849 | |
| 8 | C |
Citigroup Inc
|
45,014 | $6,300,159 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,363,155 | 373,822 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $109,062,761 | 370,760 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $121,224,641 | 376,217 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $112,607,248 | 356,996 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $105,625,229 | 364,338 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $90,853,723 | 370,378 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $90,541,343 | 377,712 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $80,573,823 | 382,120 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $78,409,325 | 387,666 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $89,702,552 | 447,841 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $82,553,782 | 485,325 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $92,696,493 | 639,198 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $98,185,089 | 675,090 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $92,132,167 | 707,023 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $97,917,674 | 730,184 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $76,941,887 | 736,286 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $85,447,454 | 758,791 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $98,809,779 | 724,837 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $114,538,355 | 723,324 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $118,662,318 | 724,921 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $111,859,235 | 719,167 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $109,165,198 | 717,107 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $92,324,614 | 726,565 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $72,927,028 | 757,526 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $69,058,569 | 734,197 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $63,625,731 | 706,717 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||