Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$151,272,286
+$48,905,783 QoQ
Shares Held
462,140
+32.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#320
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $233,469,847 across 16 Banks - Diversified names. JPM ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
462,140 | $151,272,286 | |
| 2 | BAC |
Bank Of America Corp /De/
|
602,391 | $34,324,239 | |
| 3 | C |
Citigroup Inc
|
150,991 | $21,132,700 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
168,266 | $13,905,502 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
26,696 | $3,860,508 | |
| 6 | RY |
Royal Bank Of Canada
|
12,946 | $2,679,433 | |
| 7 | ING |
Ing Groep NV
|
49,158 | $1,542,578 | |
| 8 | UBS |
UBS Group AG
|
17,093 | $847,129 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,272,286 | 462,140 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $102,366,503 | 347,996 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $102,748,869 | 318,878 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $71,871,040 | 227,851 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $64,326,390 | 221,884 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $53,530,101 | 218,223 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,424,314 | 160,295 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,119,017 | 123,869 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,860,813 | 117,971 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,669,868 | 78,232 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,764,214 | 45,645 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,903,763 | 40,710 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $3,519,211 | 24,197 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $5,196,632 | 39,879 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $2,065,542 | 15,403 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,510,234 | 14,452 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,314,721 | 11,675 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,524,193 | 11,181 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $1,827,200 | 11,539 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,854,443 | 11,329 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,673,143 | 10,757 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $1,204,443 | 7,912 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $946,163 | 7,446 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $676,489 | 7,027 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $597,845 | 6,356 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $592,037 | 6,576 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||