Transamerica Financial Advisors, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1502149
CEDAR RAPIDS, IA
Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,778,377
+$490,695 QoQ
Shares Held
8,488
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,644
of 5,048 holders
Holding Since
Jun 2020
25 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, 2026Transamerica Financial Advisors, LLC holds $8,270,134 across 18 Banks - Diversified names. JPM ranks #1 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,488 | $2,778,377 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
15,105 | $1,248,277 | |
| 3 | C |
Citigroup Inc
|
8,738 | $1,222,970 | |
| 4 | BAC |
Bank Of America Corp /De/
|
9,513 | $542,050 | |
| 5 | TD |
Toronto Dominion Bank
|
3,370 | $409,219 | |
| 6 | SAN |
Banco Santander, S.A.
|
26,327 | $363,312 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
15,076 | $355,492 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,593 | $349,924 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,778,377 | 8,488 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,287,682 | 7,777 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,199,795 | 6,827 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,261,633 | 7,170 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,930,220 | 6,658 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,858,883 | 7,578 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,803,578 | 7,524 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,757,939 | 8,337 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,349,249 | 11,615 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,326,484 | 11,615 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,567,337 | 20,972 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,226,317 | 29,143 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,162,929 | 28,623 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,520,976 | 27,020 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,605,814 | 26,889 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,667,153 | 25,523 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,117,631 | 18,805 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $681 | 5 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $791 | 5 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $818 | 5 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,088 | 7 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,674 | 11 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $762 | 6 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,058 | 11 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $216,714 | 2,304 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||