Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$91,577,768
+$76,674,446 QoQ
Shares Held
279,772
+452.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#422
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $235,018,655 across 19 Banks - Diversified names. JPM ranks #1 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
279,772 | $91,577,768 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,406,039 | $80,116,102 | |
| 3 | C |
Citigroup Inc
|
192,816 | $26,986,527 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
138,486 | $11,444,483 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
59,238 | $8,566,407 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
26,396 | $2,509,995 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
106,208 | $2,112,477 | |
| 8 | UBS |
UBS Group AG
|
41,789 | $2,071,062 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,577,768 | 279,772 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,903,322 | 50,664 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,197,203 | 53,371 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,707,435 | 62,478 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,262,624 | 31,950 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,447,043 | 18,129 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,592,364 | 19,158 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,024,044 | 9,599 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,963,336 | 9,707 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,405,905 | 7,019 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,216,555 | 7,152 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,044,723 | 7,204 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,081,782 | 7,438 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $914,515 | 7,018 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $964,849 | 7,195 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $748,951 | 7,167 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $788,382 | 7,001 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $863,450 | 6,334 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $964,509 | 6,091 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $895,547 | 5,471 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $878,645 | 5,649 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $655,172 | 5,156 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $486,644 | 5,055 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $458,918 | 4,879 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $484,901 | 5,386 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||