Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$27,442,365
+$3,578,047 QoQ
Shares Held
83,837
+3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.35%
of 13F equity value
Holder Rank
#832
of 5,048 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, 2026Aviance Capital Partners, LLC holds $32,089,003 across 8 Banks - Diversified names. JPM ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
83,837 | $27,442,365 | |
| 2 | BAC |
Bank Of America Corp /De/
|
34,769 | $1,981,137 | |
| 3 | C |
Citigroup Inc
|
6,727 | $941,510 | |
| 4 | RY |
Royal Bank Of Canada
|
2,853 | $590,485 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,179 | $345,352 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,053 | $296,884 | |
| 7 | TD |
Toronto Dominion Bank
|
2,088 | $253,545 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,500 | $237,725 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,442,365 | 83,837 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $23,864,318 | 81,127 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $26,522,250 | 82,311 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,213,494 | 83,104 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $23,892,062 | 82,412 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $20,335,370 | 82,900 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $19,815,627 | 82,665 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $17,604,701 | 83,490 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $17,012,897 | 84,114 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $16,657,949 | 83,165 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $8,319,761 | 48,911 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,319,884 | 50,475 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,551,535 | 51,922 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,704,188 | 51,448 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,732,624 | 50,206 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,156,761 | 49,347 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,650,882 | 50,181 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,583,710 | 48,296 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,469,369 | 47,170 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,620,587 | 46,555 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,090,135 | 45,584 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,681,222 | 43,889 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,680,029 | 44,700 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,144,327 | 43,049 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,203,635 | 44,691 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $3,558,435 | 39,525 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||