Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,265,723
-$3,516,261 QoQ
Shares Held
31,362
-33.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#1,421
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, 2026LVW Advisors, LLC holds $24,871,404 across 14 Banks - Diversified names. JPM ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
31,362 | $10,265,723 | |
| 2 | BAC |
Bank Of America Corp /De/
|
53,203 | $3,031,506 | |
| 3 | C |
Citigroup Inc
|
18,929 | $2,649,302 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
25,234 | $2,399,501 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,054 | $1,309,298 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
15,383 | $1,271,251 | |
| 7 | ING |
Ing Groep NV
|
33,907 | $1,064,001 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,324 | $791,071 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,265,723 | 31,362 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,781,984 | 46,852 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $14,129,347 | 43,850 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,533,012 | 27,052 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,590,713 | 26,183 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,564,718 | 26,762 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,547,918 | 27,316 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,255,161 | 29,665 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,205,539 | 30,681 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,088,118 | 30,395 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,409,180 | 31,800 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $5,136,898 | 35,422 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,818,763 | 40,008 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,050,032 | 46,428 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,237,259 | 46,512 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,773,037 | 45,675 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,917,228 | 43,666 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,772,606 | 42,346 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,600,028 | 41,680 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $7,067,479 | 43,176 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,373,718 | 40,978 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $6,206,721 | 40,772 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $5,512,296 | 43,380 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,164,929 | 43,263 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,120,956 | 43,812 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,681,326 | 40,890 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||