Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$100,291,292
-$7,193,007 QoQ
Shares Held
306,392
-16.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#404
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)
Derivatives in JPM
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$178
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Private Advisor Group, LLC holds $172,226,581 across 11 Banks - Diversified names. JPM ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
306,392 | $100,291,292 | |
| 2 | BAC |
Bank Of America Corp /De/
|
521,625 | $29,722,192 | |
| 3 | C |
Citigroup Inc
|
134,648 | $18,845,334 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
161,172 | $13,319,254 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
38,959 | $5,633,860 | |
| 6 | TD |
Toronto Dominion Bank
|
15,729 | $1,909,972 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
7,866 | $747,977 | |
| 8 | RY |
Royal Bank Of Canada
|
2,767 | $572,685 |
All Filings in JPM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,291,292 | 306,392 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $107,484,299 | 365,394 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $120,237,359 | 373,153 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $115,159,392 | 365,087 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $178 | 300 | Put | Sole | 2025-08-11 | |
| 2025-06-30 | $106,101,840 | 365,982 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $86,157,700 | 351,234 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $143,601,151 | 599,062 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $70,161,977 | 332,742 | Shares | Other | 2024-10-22 | |
| 2024-06-30 | $67,317,790 | 332,828 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $66,555,283 | 332,278 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $58,478,849 | 343,791 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $47,451,558 | 327,207 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $45,681 | 31,500 | Call | Sole | 2023-11-03 | |
| 2023-09-30 | $46,842 | 32,300 | Put | Sole | 2023-11-03 | |
| 2023-06-30 | $48,542,781 | 333,765 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $42,081,790 | 322,936 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,275,537 | 301,802 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $31,448,857 | 300,946 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $43,122,648 | 382,938 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $54,941,049 | 403,030 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $53,904,715 | 340,415 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $71,164,227 | 434,750 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $46,715,039 | 300,341 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $47,186,580 | 309,969 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $36,797,311 | 289,583 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $28,743,815 | 298,575 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $27,965,731 | 297,318 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $23,111,691 | 256,711 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||