Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$127,947,077
+$17,732,091 QoQ
Shares Held
390,881
+4.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#50
of 2,091 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)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$327,330
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $294,713,915 across 18 Banks - Diversified names. JPM ranks #1 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
390,881 | $127,947,077 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,064,968 | $60,681,876 | |
| 3 | C |
Citigroup Inc
|
279,216 | $39,079,071 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
301,752 | $24,936,785 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
63,485 | $9,180,565 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
59,033 | $5,613,447 | |
| 7 | RY |
Royal Bank Of Canada
|
20,866 | $4,318,636 | |
| 8 | SAN |
Banco Santander, S.A.
|
259,838 | $3,585,764 |
All Filings in JPM
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,947,077 | 390,881 | Shares | Sole | 2026-07-17 | |
| 2026-06-30 | $327,330 | 1,000 | Put | Sole | 2026-07-17 | |
| 2026-03-31 | $294,160 | 1,000 | Put | Sole | 2026-04-30 | |
| 2026-03-31 | $110,214,986 | 374,677 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $126,949,202 | 393,983 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $114,981,489 | 364,523 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $104,458,051 | 360,312 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $85,533,166 | 348,688 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $70,133,872 | 292,578 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $59,733,685 | 283,286 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $53,682,433 | 265,413 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $55,098,724 | 275,081 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $47,801,672 | 281,021 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $32,099,016 | 221,342 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $31,658,797 | 217,676 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $30,444,716 | 233,633 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $29,535,927 | 220,253 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $16,936,315 | 162,070 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $17,134,287 | 152,156 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $18,433,463 | 135,222 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,880,149 | 93,970 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $4,025,791 | 24,594 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $14,717,194 | 94,620 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $12,664,318 | 83,192 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,776,130 | 76,935 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,185,015 | 74,634 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,446,734 | 36,644 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $3,044,274 | 33,814 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||