Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,170,804
+$1,289,964 QoQ
Shares Held
28,017
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#1,547
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MCF Advisors LLC holds $15,240,793 across 9 Banks - Diversified names. JPM ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
28,017 | $9,170,804 | |
| 2 | BAC |
Bank Of America Corp /De/
|
64,618 | $3,681,933 | |
| 3 | C |
Citigroup Inc
|
8,259 | $1,155,929 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,939 | $1,069,278 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
689 | $65,517 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
408 | $59,000 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
110 | $19,437 | |
| 8 | RY |
Royal Bank Of Canada
|
90 | $18,627 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,170,804 | 28,017 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,880,840 | 26,791 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,946,740 | 21,559 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,082,294 | 12,942 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,776,367 | 13,026 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,193,560 | 13,019 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,185,505 | 13,289 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,708,918 | 12,847 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,586,096 | 12,786 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,443,459 | 12,199 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,676,881 | 21,616 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,078,484 | 21,228 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,028,351 | 20,822 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,679,955 | 20,566 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,846,540 | 21,227 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,207,876 | 21,128 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,400,845 | 21,320 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,872,082 | 13,733 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $2,193,118 | 13,398 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,947,827 | 12,523 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,904,092 | 12,508 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,506,541 | 11,856 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,147,634 | 11,921 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,046,605 | 11,127 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,228,009 | 13,640 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||