Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,702,409
+$2,711,835 QoQ
Shares Held
20,476
+50.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,823
of 5,058 holders
Holding Since
Mar 2020
25 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, 2026Advisory Alpha, LLC holds $13,063,860 across 6 Banks - Diversified names. JPM ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
20,476 | $6,702,409 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
15,745 | $2,276,884 | |
| 3 | BAC |
Bank Of America Corp /De/
|
37,478 | $2,135,496 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,474 | $1,030,851 | |
| 5 | C |
Citigroup Inc
|
4,860 | $680,205 | |
| 6 | RY |
Royal Bank Of Canada
|
1,150 | $238,015 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,702,409 | 20,476 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,990,574 | 13,566 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,319,359 | 13,405 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,038,450 | 12,803 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,781,586 | 13,044 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,141,802 | 12,808 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,849,193 | 11,886 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,505,438 | 11,882 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,255,603 | 11,152 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $2,011,012 | 10,040 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,645,377 | 9,673 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,007,163 | 6,945 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $865,222 | 5,949 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $425,071 | 3,262 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $370,250 | 2,761 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $294,272 | 2,816 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $465,079 | 4,130 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $601,716 | 4,414 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $744,245 | 4,700 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $524,626 | 3,205 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $407,048 | 2,617 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $365,808 | 2,403 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $217,162 | 1,709 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $151,240 | 1,571 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $148,279 | 1,647 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||