Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$13,310,219
+$860,780 QoQ
Shares Held
40,663
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
#1,239
of 5,056 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, 2026Westover Capital Advisors, LLC holds $20,362,907 across 10 Banks - Diversified names. JPM ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
40,663 | $13,310,219 | |
| 2 | RY |
Royal Bank Of Canada
|
6,184 | $1,279,902 | |
| 3 | BAC |
Bank Of America Corp /De/
|
21,259 | $1,211,337 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,313 | $885,573 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,247 | $846,812 | |
| 6 | C |
Citigroup Inc
|
5,747 | $804,350 | |
| 7 | TD |
Toronto Dominion Bank
|
5,140 | $624,150 | |
| 8 | BNS |
Bank Of Nova Scotia
|
6,400 | $555,776 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,310,219 | 40,663 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $12,449,439 | 42,322 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,904,759 | 43,153 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,205,390 | 45,035 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,161,914 | 45,400 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,171,943 | 45,544 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,080,355 | 46,224 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,738,358 | 46,184 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,729,946 | 43,162 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,717,759 | 38,531 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,672,002 | 39,224 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,293,810 | 36,504 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,630,809 | 31,840 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,021,627 | 30,862 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $4,147,578 | 30,929 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $3,400,012 | 32,536 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,673,563 | 32,622 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,300,350 | 31,546 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,190,079 | 32,776 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,559,239 | 33,962 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,091,135 | 32,732 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,003,038 | 32,865 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $4,224,315 | 33,244 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,037,467 | 41,939 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $3,990,495 | 42,425 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,803,137 | 42,243 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||