Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,823,486
+$2,096,498 QoQ
Shares Held
36,121
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,323
of 5,058 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, 2026RFG Advisory, LLC holds $20,530,964 across 7 Banks - Diversified names. JPM ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
36,121 | $11,823,486 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
41,719 | $3,447,658 | |
| 3 | C |
Citigroup Inc
|
17,299 | $2,421,168 | |
| 4 | BAC |
Bank Of America Corp /De/
|
35,373 | $2,015,553 | |
| 5 | RY |
Royal Bank Of Canada
|
2,168 | $448,710 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,885 | $222,658 | |
| 7 | SAN |
Banco Santander, S.A.
|
10,995 | $151,731 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,823,486 | 36,121 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,726,988 | 33,067 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,652,593 | 33,060 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,052,754 | 31,870 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,951,740 | 34,327 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,470,944 | 34,533 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,290,779 | 30,415 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,056,320 | 28,722 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,395,663 | 31,621 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,889,020 | 29,401 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $4,986,651 | 29,316 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,272,869 | 29,464 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,348,219 | 29,897 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,967,418 | 30,446 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,346,583 | 32,413 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,753,953 | 35,923 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,384,695 | 38,937 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,818,595 | 28,012 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,387,720 | 27,709 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,324,198 | 26,417 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,826,906 | 24,604 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,615,919 | 23,753 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,193,014 | 25,128 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,564,055 | 26,634 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,911,863 | 20,326 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,695,625 | 18,834 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||