Position in JPM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,305,712
+$180,995 QoQ
Shares Held
7,044
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#2,846
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, 2026JFS WEALTH ADVISORS, LLC holds $7,289,559 across 18 Banks - Diversified names. JPM ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
7,044 | $2,305,712 | |
| 2 | UBS |
UBS Group AG
|
23,592 | $1,169,219 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,962 | $966,494 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,719 | $682,414 | |
| 5 | C |
Citigroup Inc
|
4,496 | $629,260 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,059 | $500,715 | |
| 7 | TD |
Toronto Dominion Bank
|
3,417 | $414,926 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,423 | $135,313 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,305,712 | 7,044 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,124,717 | 7,223 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,390,227 | 7,418 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,310,209 | 7,324 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,289,419 | 7,897 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,928,548 | 7,862 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,783,202 | 7,439 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,682,873 | 7,981 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,055,594 | 5,219 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,060,788 | 5,296 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $952,389 | 5,599 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $952,926 | 6,571 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $955,395 | 6,569 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $945,529 | 7,256 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,145,750 | 8,544 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $944,575 | 9,039 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,137,924 | 10,105 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,657,923 | 12,162 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,700,045 | 10,736 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,236,841 | 7,556 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,231,721 | 7,919 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,023,594 | 6,724 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $921,638 | 7,253 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $674,275 | 7,004 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $625,875 | 6,654 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $497,775 | 5,529 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||