Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$68,588,728
+$7,199,007 QoQ
Shares Held
209,540
+0.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#503
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, 2026Atria Investments, Inc holds $160,199,931 across 14 Banks - Diversified names. JPM ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
209,540 | $68,588,728 | |
| 2 | BAC |
Bank Of America Corp /De/
|
367,152 | $20,920,320 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
236,946 | $19,581,217 | |
| 4 | C |
Citigroup Inc
|
127,726 | $17,876,530 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
103,071 | $14,905,097 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
236,138 | $4,696,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
119,181 | $2,986,675 | |
| 8 | UBS |
UBS Group AG
|
47,613 | $2,359,700 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,588,728 | 209,540 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $61,389,721 | 208,695 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $69,292,122 | 215,046 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $70,092,962 | 222,214 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $69,102,077 | 238,357 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $60,755,658 | 247,679 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $63,149,681 | 263,442 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $56,356,763 | 267,271 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $55,558,394 | 274,688 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $53,748,502 | 268,340 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $47,080,618 | 276,782 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,278,957 | 270,852 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $36,156,820 | 248,603 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $29,916,569 | 229,580 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $29,532,574 | 220,228 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $21,995,787 | 210,486 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $22,290,023 | 197,940 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $26,096,555 | 191,436 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $28,989,292 | 183,071 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $27,214,280 | 166,255 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $23,040,295 | 148,131 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $21,243,239 | 139,547 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $18,216,119 | 143,355 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,651,759 | 141,807 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $13,387,747 | 142,332 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $11,940,228 | 132,625 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||