Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$77,147,098
+$8,449,266 QoQ
Shares Held
235,686
+0.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#472
of 5,058 holders
Holding Since
Mar 2020
25 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, 2026Capital Investment Advisors, LLC holds $135,792,528 across 8 Banks - Diversified names. JPM ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
235,686 | $77,147,098 | |
| 2 | BAC |
Bank Of America Corp /De/
|
482,584 | $27,497,636 | |
| 3 | C |
Citigroup Inc
|
189,191 | $26,479,172 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
37,381 | $3,089,165 | |
| 5 | RY |
Royal Bank Of Canada
|
2,554 | $528,601 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,864 | $414,163 | |
| 7 | TD |
Toronto Dominion Bank
|
3,252 | $394,890 | |
| 8 | UBS |
UBS Group AG
|
4,879 | $241,803 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,147,098 | 235,686 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $68,697,832 | 233,539 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $75,181,337 | 233,323 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $72,980,408 | 231,368 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $229,308 | 0 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $54,968,786 | 224,088 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $52,321,022 | 218,268 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $45,938,170 | 217,861 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $43,690,789 | 216,013 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $42,717,179 | 213,266 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $35,438,804 | 208,341 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $29,881,080 | 206,048 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $26,064,736 | 200,021 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $26,659,080 | 198,800 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $20,239,142 | 193,676 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $20,441,755 | 181,527 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $23,221,021 | 170,342 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $24,959,760 | 157,624 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $24,547,607 | 149,964 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $22,167,871 | 142,522 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $20,691,253 | 135,921 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $16,562,176 | 130,339 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $12,198,949 | 126,716 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $9,943,552 | 105,715 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $8,494,240 | 94,349 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||