Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$16,028,040
+$1,808,934 QoQ
Shares Held
48,966
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,134
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, 2026Pure Financial Advisors, LLC holds $29,047,469 across 18 Banks - Diversified names. JPM ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
48,966 | $16,028,040 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
32,109 | $2,653,487 | |
| 3 | BAC |
Bank Of America Corp /De/
|
40,195 | $2,290,311 | |
| 4 | C |
Citigroup Inc
|
10,242 | $1,433,470 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
33,960 | $851,037 | |
| 6 | TD |
Toronto Dominion Bank
|
5,962 | $723,965 | |
| 7 | BCS |
Barclays PLC
|
24,663 | $662,448 | |
| 8 | RY |
Royal Bank Of Canada
|
2,952 | $610,975 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,028,040 | 48,966 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $14,219,106 | 48,338 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $15,532,292 | 48,204 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $14,674,119 | 46,521 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $13,935,393 | 48,068 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,760,291 | 19,406 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,710,780 | 19,652 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,157,737 | 19,718 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,271,326 | 21,118 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,047,862 | 20,209 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,547,963 | 26,737 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $857,938 | 5,916 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $654,916 | 4,503 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $574,667 | 4,410 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $484,503 | 3,613 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $251,845 | 2,410 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $270,714 | 2,404 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $374,607 | 2,748 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $452,564 | 2,858 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $480,593 | 2,936 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $407,825 | 2,622 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $410,412 | 2,696 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $340,039 | 2,676 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $220,362 | 2,289 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $215,303 | 2,289 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $209,769 | 2,330 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||