FDx Advisors, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1566601 BERWYN, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$686,083

-$27,255 QoQ

Shares Held

2,096

-13.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#4,012

of 5,058 holders

Holding Since

Mar 2020

25 quarters on record

Financial Services · as of Jun 30, 2026

FDx Advisors, Inc. holds $2,364,351 across 5 Banks - Diversified names. JPM ranks #1 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,096	$686,083
2	UBS	UBS Group AG	11,797	$584,659
3	BAC	Bank Of America Corp /De/	8,215	$468,090
4	BNY	Bank of New York Mellon Corp	2,687	$388,567
5	C	Citigroup Inc	1,693	$236,952

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$686,083	2,096	-13.6%	Shares	Sole	2026-08-04
2026-03-31	$713,338	2,425	+0.2%	Shares	Sole	2026-05-01
2025-09-30	$763,656	2,421	-4.1%	Shares	Sole	2025-11-04
2025-06-30	$732,022	2,525	-0.5%	Shares	Sole	2025-08-07
2025-03-31	$622,571	2,538	-10.9%	Shares	Sole	2025-05-01
2024-12-31	$682,454	2,847	-15.0%	Shares	Sole	2025-02-03
2024-09-30	$706,591	3,351	-1.9%	Shares	Sole	2024-11-04
2024-06-30	$690,920	3,416	-72.3%	Shares	Sole	2024-08-02
2024-03-31	$2,466,093	12,312	-22.5%	Shares	Sole	2024-05-03
2023-12-31	$2,701,017	15,879	-6.0%	Shares	Sole	2024-02-13
2023-09-30	$2,450,838	16,900	-48.2%	Shares	Sole	2023-11-02
2023-06-30	$4,742,362	32,607	-39.2%	Shares	Sole	2023-07-17
2023-03-31	$6,982,921	53,587	0.0%	Shares	Sole	2023-05-22
2022-12-31	$7,186,016	53,587	+6.3%	Shares	Sole	2023-02-10
2022-09-30	$5,268,681	50,418	-45.6%	Shares	Sole	2022-11-10
2022-06-30	$10,434,893	92,664	-25.6%	Shares	Sole	2022-08-03
2022-03-31	$16,967,068	124,465	-21.8%	Shares	Sole	2022-05-03
2021-12-31	$25,201,560	159,151	+5.5%	Shares	Sole	2022-02-01
2021-09-30	$24,685,434	150,806	+3.9%	Shares	Sole	2021-10-08
2021-06-30	$22,569,476	145,104	+5.6%	Shares	Sole	2021-08-05
2021-03-31	$20,921,121	137,431	+6.0%	Shares	Sole	2021-04-14
2020-12-31	$16,474,371	129,648	+2.7%	Shares	Sole	2021-02-08
2020-09-30	$12,152,162	126,230	+21.3%	Shares	Sole	2020-11-12
2020-06-30	$9,790,517	104,088	+4.5%	Shares	Sole	2020-07-22
2020-03-31	$8,963,926	99,566	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.