Position in JPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$11,210,070
+$1,037,724 QoQ
Shares Held
34,247
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,364
of 5,072 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, 2026Avior Wealth Management, LLC holds $23,673,928 across 8 Banks - Diversified names. JPM ranks #1 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
34,247 | $11,210,070 | |
| 2 | BAC |
Bank Of America Corp /De/
|
79,071 | $4,505,465 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,170 | $4,476,608 | |
| 4 | C |
Citigroup Inc
|
11,298 | $1,581,268 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,243 | $902,800 | |
| 6 | UBS |
UBS Group AG
|
8,159 | $404,360 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
3,757 | $357,253 | |
| 8 | SAN |
Banco Santander, S.A.
|
17,109 | $236,104 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,210,070 | 34,247 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $10,172,346 | 34,581 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $10,669,026 | 33,111 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $11,326,145 | 35,907 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,156,896 | 38,484 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,359,421 | 38,155 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $10,286,674 | 42,913 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $10,229,871 | 48,515 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $9,928,133 | 49,086 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $10,211,694 | 50,982 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $6,702,619 | 39,404 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $5,743,226 | 39,603 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $5,840,578 | 40,158 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $5,153,499 | 39,548 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $5,295,876 | 39,492 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $3,916,137 | 37,475 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $4,171,637 | 37,045 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $4,956,866 | 36,362 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $5,070,683 | 32,022 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $5,068,005 | 30,961 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $4,954,570 | 31,854 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $4,795,092 | 31,499 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $4,337,788 | 34,137 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $2,892,720 | 30,048 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $3,006,627 | 31,965 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $2,919,672 | 32,430 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||