Sowell Financial Services LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1633697
NORTH LITTLE ROCK, AR
Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$23,076,110
+$3,124,414 QoQ
Shares Held
70,498
+3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#928
of 5,048 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, 2026Sowell Financial Services LLC holds $53,929,286 across 15 Banks - Diversified names. JPM ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
70,498 | $23,076,110 | |
| 2 | BAC |
Bank Of America Corp /De/
|
226,850 | $12,925,913 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
103,291 | $8,535,968 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
32,650 | $3,104,688 | |
| 5 | C |
Citigroup Inc
|
12,167 | $1,702,893 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
9,080 | $1,313,058 | |
| 7 | TD |
Toronto Dominion Bank
|
4,189 | $508,670 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
16,896 | $423,413 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,076,110 | 70,498 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $19,951,696 | 67,826 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $22,194,513 | 68,880 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $21,667,832 | 68,693 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $21,536,544 | 74,287 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $18,069,533 | 73,663 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $17,338,464 | 72,331 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,744,072 | 74,666 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $15,839,385 | 78,312 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,676,176 | 83,256 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $14,682,181 | 86,315 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $12,595,132 | 86,851 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,424,121 | 71,673 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,631,996 | 58,568 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,306,674 | 69,401 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,419,748 | 61,433 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,612,571 | 58,721 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,859,404 | 13,640 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,459,175 | 66,051 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $11,997,167 | 73,292 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $12,257,951 | 78,809 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $18,249,484 | 119,881 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $12,680,823 | 99,794 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $9,336,072 | 96,978 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,540,976 | 101,435 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,799,118 | 86,628 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||