Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$16,102,344
+$1,842,350 QoQ
Shares Held
49,193
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#1,129
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $30,912,040 across 7 Banks - Diversified names. JPM ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
49,193 | $16,102,344 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
74,061 | $8,517,015 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
17,310 | $3,058,677 | |
| 4 | BAC |
Bank Of America Corp /De/
|
23,899 | $1,361,765 | |
| 5 | RY |
Royal Bank Of Canada
|
5,282 | $1,093,215 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,889 | $569,306 | |
| 7 | BNS |
Bank Of Nova Scotia
|
2,415 | $209,718 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,102,344 | 49,193 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $14,259,994 | 48,477 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $21,987,648 | 68,238 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $21,739,435 | 68,920 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $19,409,474 | 66,950 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $16,161,345 | 65,884 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $15,982,664 | 66,675 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $14,151,868 | 67,115 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $13,572,455 | 67,104 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $13,537,676 | 67,587 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $11,527,847 | 67,771 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $9,881,227 | 68,137 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $9,600,494 | 66,010 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $8,365,120 | 64,194 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $8,459,966 | 63,087 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $6,352,764 | 60,792 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $6,637,008 | 58,938 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,513,822 | 55,119 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $8,202,054 | 51,797 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,350,645 | 51,015 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,922,429 | 50,935 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $7,595,820 | 49,897 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,556,053 | 27,985 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,588,411 | 26,887 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,366,361 | 25,158 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,950,499 | 21,665 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||