Position in JPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$26,726,821
+$2,890,743 QoQ
Shares Held
81,651
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#852
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Dynamic Advisor Solutions LLC holds $51,258,117 across 12 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
|
81,651 | $26,726,821 | |
| 2 | ING |
Ing Groep NV
|
210,374 | $6,601,536 | |
| 3 | BAC |
Bank Of America Corp /De/
|
101,158 | $5,763,982 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
29,035 | $4,198,751 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
29,305 | $2,421,765 | |
| 6 | BNS |
Bank Of Nova Scotia
|
15,784 | $1,370,682 | |
| 7 | C |
Citigroup Inc
|
9,786 | $1,369,648 | |
| 8 | RY |
Royal Bank Of Canada
|
4,953 | $1,025,122 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,726,821 | 81,651 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $23,836,078 | 81,031 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $25,561,712 | 79,330 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $25,787,033 | 81,752 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $23,934,099 | 82,557 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $20,301,518 | 82,762 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $20,643,585 | 86,119 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $19,766,648 | 93,743 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $19,369,226 | 95,764 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $18,832,806 | 94,023 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $16,208,999 | 95,291 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $10,287,428 | 70,938 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,990,564 | 68,692 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $8,575,570 | 65,809 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $8,737,553 | 65,157 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $6,828,970 | 65,349 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $6,915,605 | 61,412 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $9,306,293 | 68,268 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $9,799,964 | 61,888 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $9,677,680 | 59,122 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $8,980,568 | 57,738 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,917,786 | 52,012 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $7,794,092 | 61,337 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $5,540,916 | 57,556 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $5,226,914 | 55,570 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,713,070 | 52,350 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||