Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$16,014,292
+$1,422,780 QoQ
Shares Held
48,924
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#1,135
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Capital Analysts, LLC holds $48,144,186 across 14 Banks - Diversified names. JPM ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
178,188 | $24,939,192 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
48,924 | $16,014,292 | |
| 3 | BAC |
Bank Of America Corp /De/
|
98,505 | $5,612,814 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,388 | $634,548 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,943 | $408,489 | |
| 6 | TD |
Toronto Dominion Bank
|
1,622 | $196,959 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
604 | $69,460 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
333 | $58,841 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,014,292 | 48,924 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $14,591,512 | 49,604 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $16,133,876 | 50,071 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $15,962,019 | 50,604 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,316,524 | 52,832 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $13,490,518 | 54,996 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $13,267,947 | 55,350 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,946,061 | 56,654 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,023,978 | 54,504 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,919,554 | 54,516 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,524,578 | 55,994 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $7,882,272 | 54,353 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,728,245 | 53,137 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,208,751 | 39,972 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $5,295,876 | 39,492 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $3,987,093 | 38,154 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,138,079 | 36,747 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,948,006 | 36,297 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $5,894,261 | 37,223 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $6,304,192 | 38,513 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $5,956,870 | 38,298 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $6,031,808 | 39,623 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,012,108 | 31,574 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,177,680 | 33,008 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,952,543 | 31,390 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,816,408 | 31,283 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||