Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$16,330,493
+$2,121,095 QoQ
Shares Held
49,890
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#1,118
of 5,058 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$98,199
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $29,623,481 across 7 Banks - Diversified names. JPM ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
49,890 | $16,330,493 | |
| 2 | BAC |
Bank Of America Corp /De/
|
89,919 | $5,123,584 | |
| 3 | C |
Citigroup Inc
|
31,436 | $4,399,782 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
29,524 | $2,439,863 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,373 | $632,379 | |
| 6 | UBS |
UBS Group AG
|
10,556 | $523,155 | |
| 7 | SAN |
Banco Santander, S.A.
|
12,625 | $174,225 |
All Filings in JPM
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,330,493 | 49,890 | Shares | Sole | 2026-07-14 | |
| 2026-06-30 | $98,199 | 300 | Call | Sole | 2026-07-14 | |
| 2026-03-31 | $85,131 | 30,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $14,209,398 | 48,305 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $20,226,393 | 62,772 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $322,220 | 1,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $315,430 | 100,000 | Call | Sole | 2025-10-31 | |
| 2025-09-30 | $20,640,792 | 65,437 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $21,326,069 | 73,561 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $376,883 | 1,300 | Call | Sole | 2025-08-19 | |
| 2024-12-31 | $25,743,415 | 107,394 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $25,298,771 | 119,979 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $28,600,373 | 141,404 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $32,642,290 | 162,967 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $25,250,324 | 148,444 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $23,633,474 | 162,967 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $23,143,867 | 159,130 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $21,686,711 | 166,424 | Shares | Sole | 2023-05-17 | |
| 2022-06-30 | $12,113,454 | 107,570 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $15,943,302 | 116,955 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $16,922,072 | 106,865 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $17,905,557 | 109,387 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $15,345,887 | 98,662 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $15,450,124 | 101,492 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $8,271,745 | 65,096 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $8,062,417 | 83,748 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $6,776,927 | 72,049 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $6,156,160 | 68,379 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||