Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$113,255
+$17,948 QoQ
Shares Held
346
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#4,969
of 5,058 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 11%
Shared 89%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026VIRTUS ADVISERS, LLC holds $2,421,402 across 7 Banks - Diversified names. JPM ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
15,578 | $926,891 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
2,643 | $382,204 | |
| 3 | TD |
Toronto Dominion Bank
|
2,907 | $352,997 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,561 | $294,515 | |
| 5 | BNS |
Bank Of Nova Scotia
|
3,279 | $284,748 | |
| 6 | JPM |
Jpmorgan Chase & Co
This page
|
346 | $113,255 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
378 | $66,792 |
All Filings in JPM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,255 | 346 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $95,307 | 324 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $115,999 | 360 | Shares | Other | 2026-02-13 | |
| 2024-12-31 | $1,223,479 | 5,104 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $879,707 | 4,172 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||