Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$18,267,959
+$2,858,976 QoQ
Shares Held
55,809
+6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#1,054
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, 2026YHB Investment Advisors, Inc. holds $26,056,974 across 6 Banks - Diversified names. JPM ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
55,809 | $18,267,959 | |
| 2 | C |
Citigroup Inc
|
29,659 | $4,151,073 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
25,585 | $2,114,344 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,147 | $806,096 | |
| 5 | ING |
Ing Groep NV
|
12,889 | $404,456 | |
| 6 | TD |
Toronto Dominion Bank
|
2,578 | $313,046 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,267,959 | 55,809 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $15,408,983 | 52,383 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16,507,975 | 51,232 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $15,757,621 | 49,956 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $14,398,090 | 49,664 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $11,851,424 | 48,314 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,471,322 | 47,855 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,104,091 | 43,176 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,428,376 | 41,671 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $7,858,169 | 39,232 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $6,401,543 | 37,634 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,384,012 | 37,126 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,896,192 | 26,789 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,369,555 | 25,858 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,997,135 | 22,350 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,290,222 | 21,916 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,446,001 | 21,721 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,909,750 | 21,345 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,254,250 | 20,551 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,260,213 | 19,917 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,953,082 | 18,986 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,832,543 | 18,607 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,524,753 | 19,869 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,874,280 | 19,469 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,794,194 | 19,075 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,660,333 | 18,442 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||