Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$7,383,910
+$832,673 QoQ
Shares Held
22,558
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#1,726
of 5,048 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, 2026Fragasso Financial Advisors Inc holds $12,024,740 across 6 Banks - Diversified names. JPM ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
22,558 | $7,383,910 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,523 | $2,252,020 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,489 | $1,197,370 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,482 | $503,532 | |
| 5 | C |
Citigroup Inc
|
3,260 | $456,269 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,436 | $231,639 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,383,910 | 22,558 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $6,551,237 | 22,271 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,991,207 | 21,697 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $7,008,223 | 22,218 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $7,058,728 | 24,348 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,594,066 | 22,805 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,133,249 | 13,071 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,684,247 | 12,730 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,853,484 | 14,108 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,968,446 | 14,820 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,469,681 | 14,519 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,153,256 | 14,848 | Shares | Sole | 2023-12-06 | |
| 2023-06-30 | $2,184,945 | 15,023 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,909,693 | 14,655 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,985,350 | 14,805 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,562,066 | 14,948 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,944,662 | 17,269 | Shares | Sole | 2022-08-30 | |
| 2022-03-31 | $2,389,962 | 17,532 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $2,809,762 | 17,744 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $3,074,261 | 18,781 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $4,928,284 | 31,685 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $6,523,968 | 42,856 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $5,364,768 | 42,219 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,009,549 | 41,649 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,783,845 | 40,228 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,090,549 | 34,328 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||