Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,251,341
-$1,012,790 QoQ
Shares Held
22,153
-21.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#1,744
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Archford Capital Strategies, LLC holds $13,369,884 across 8 Banks - Diversified names. JPM ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
22,153 | $7,251,341 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
25,258 | $3,652,559 | |
| 3 | SAN |
Banco Santander, S.A.
|
40,444 | $558,127 | |
| 4 | BAC |
Bank Of America Corp /De/
|
8,688 | $495,042 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
18,366 | $460,251 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
5,056 | $417,827 | |
| 7 | C |
Citigroup Inc
|
2,266 | $317,149 | |
| 8 | ING |
Ing Groep NV
|
6,934 | $217,588 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,251,341 | 22,153 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,264,131 | 28,094 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $9,355,013 | 29,033 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $9,190,368 | 29,136 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,842,544 | 30,501 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,594,154 | 26,882 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,773,584 | 19,914 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,203,072 | 19,933 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,157,454 | 20,555 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,164,036 | 20,789 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,553,729 | 20,892 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,204,942 | 22,100 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,073,147 | 21,130 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,642,556 | 20,279 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,328,512 | 17,364 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,754,032 | 16,785 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,829,574 | 16,247 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,020,262 | 14,820 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,127,273 | 13,434 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,109,800 | 12,889 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,936,784 | 12,452 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,659,763 | 10,903 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,912,698 | 22,922 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,161,742 | 22,455 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,095,280 | 22,276 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,894,231 | 21,040 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||