Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$60,821,831
+$8,430,179 QoQ
Shares Held
185,812
+4.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#538
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$818,325
PutShares
2,500
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, 2026Advisory Services Network, LLC holds $101,168,606 across 15 Banks - Diversified names. JPM ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
185,812 | $60,821,831 | |
| 2 | BAC |
Bank Of America Corp /De/
|
186,425 | $10,622,488 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
89,980 | $7,435,938 | |
| 4 | C |
Citigroup Inc
|
48,154 | $6,739,626 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
36,982 | $6,534,719 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
31,655 | $4,577,622 | |
| 7 | RY |
Royal Bank Of Canada
|
4,392 | $909,011 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,124 | $788,308 |
All Filings in JPM
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,325 | 2,500 | Put | Other | 2026-08-12 | |
| 2026-06-30 | $60,821,831 | 185,812 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $52,391,652 | 178,106 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,389,611 | 171,900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $54,849,169 | 173,887 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $51,072,857 | 176,168 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $39,381,192 | 160,543 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $39,226,619 | 163,642 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $31,940,436 | 151,477 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,637,733 | 151,477 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $29,270,836 | 146,135 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $20,966,521 | 123,260 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $18,214,653 | 125,601 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,844,275 | 115,816 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,889,999 | 114,266 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $15,673,203 | 116,877 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,522,416 | 100,693 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,293,765 | 100,291 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $12,835,887 | 94,160 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $15,355,670 | 96,973 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,778,077 | 96,390 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $13,294,469 | 85,473 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $11,997,548 | 78,812 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $10,054,666 | 79,127 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,297,893 | 86,194 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $8,799,028 | 93,547 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $6,260,052 | 69,533 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||