Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,807,836
+$290,415 QoQ
Shares Held
8,578
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#2,635
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, 2026JNBA Financial Advisors holds $5,214,287 across 15 Banks - Diversified names. JPM ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,578 | $2,807,836 | |
| 2 | BAC |
Bank Of America Corp /De/
|
18,925 | $1,078,346 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,314 | $687,068 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,255 | $470,705 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
457 | $80,751 | |
| 6 | RY |
Royal Bank Of Canada
|
160 | $33,115 | |
| 7 | SAN |
Banco Santander, S.A.
|
703 | $9,701 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
361 | $8,512 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,807,836 | 8,578 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,517,421 | 8,558 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,751,758 | 8,540 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,665,698 | 8,451 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,488,877 | 8,585 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,115,957 | 8,626 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,068,457 | 8,629 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,801,376 | 8,543 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,981,541 | 9,797 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,083,720 | 10,403 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,830,616 | 10,762 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,639,161 | 11,303 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,608,130 | 11,057 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,425,591 | 10,940 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,455,253 | 10,852 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,134,034 | 10,852 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,226,773 | 10,894 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,508,926 | 11,069 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,783,179 | 11,261 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,794,697 | 10,964 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,702,229 | 10,944 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,616,987 | 10,622 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,297,511 | 10,211 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,398,610 | 14,528 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,319,473 | 14,028 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,270,413 | 14,111 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||