Position in JPM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$17,858,747
+$7,774,550 QoQ
Shares Held
60,711
+94.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $34,595,872 across 9 Banks - Diversified names. JPM ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
60,711 | $17,858,747 | |
| 2 | BAC |
Bank Of America Corp /De/
|
99,376 | $4,844,580 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
229,938 | $3,902,047 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
31,948 | $2,635,390 | |
| 5 | ING |
Ing Groep NV
|
87,051 | $2,267,678 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
19,800 | $1,576,278 | |
| 7 | C |
Citigroup Inc
|
8,095 | $918,053 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
3,904 | $463,131 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,858,747 | 60,711 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,084,197 | 31,296 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,602,635 | 30,443 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,645,406 | 29,821 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,385,983 | 30,110 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,283,108 | 30,383 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,326,221 | 30,002 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $5,861,494 | 28,980 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,402,789 | 31,966 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,063,366 | 29,767 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,174,980 | 28,789 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,561,580 | 31,364 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,990,743 | 30,625 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,475,453 | 33,374 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,381,515 | 32,359 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,884,932 | 34,499 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,380,506 | 32,134 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,280,339 | 33,346 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $6,824,236 | 41,690 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $4,960,792 | 31,894 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,661,130 | 30,619 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,643,096 | 28,670 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,673,603 | 121,259 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,092,692 | 32,880 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,177,862 | 13,083 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||