IFP Advisors, Inc

Position in JPM — Jpmorgan Chase & Co

CIK 1641866 TAMPA, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$23,090,512

+$3,119,990 QoQ

Shares Held

70,542

+3.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#929

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $44,923,245 across 19 Banks - Diversified names. JPM ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	70,542	$23,090,512
2	BAC	Bank Of America Corp /De/	172,020	$9,801,699
3	WFC	Wells Fargo & Company/Mn	73,059	$6,037,595
4	C	Citigroup Inc	28,259	$3,955,129
5	BNY	Bank of New York Mellon Corp	5,080	$734,618
6	BCS	Barclays PLC	9,196	$247,004
7	RY	Royal Bank Of Canada	1,146	$237,187
8	UBS	UBS Group AG	3,040	$150,662

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,090,512	70,542	+3.9%	Shares	Sole	2026-07-20
2026-03-31	$19,970,522	67,890	+17.3%	Shares	Sole	2026-04-13
2025-12-31	$18,654,282	57,893	+18.5%	Shares	Sole	2026-02-06
2025-09-30	$15,414,433	48,868	+5.5%	Shares	Sole	2026-02-06
2025-06-30	$13,423,702	46,303	+1.3%	Shares	Sole	2025-07-24
2025-03-31	$11,215,116	45,720	+3.6%	Shares	Sole	2025-05-05
2024-12-31	$10,581,518	44,143	-11.0%	Shares	Sole	2025-02-04
2024-09-30	$10,456,336	49,589	+1.5%	Shares	Sole	2025-02-04
2024-06-30	$9,879,591	48,846	+34.2%	Shares	Sole	2024-07-30
2024-03-31	$7,291,921	36,405	-15.3%	Shares	Sole	2024-07-30
2023-12-31	$7,310,387	42,977	-11.6%	Shares	Sole	2024-01-09
2023-09-30	$7,047,391	48,596	-23.7%	Shares	Sole	2023-10-12
2023-06-30	$9,264,964	63,703	-32.3%	Shares	Sole	2023-08-04
2023-03-31	$12,256,828	94,059	-26.6%	Shares	Sole	2023-04-18
2022-12-31	$10,844	128,207	-2.4%	Shares	Sole	2023-02-07
2022-09-30	$13,722,940	131,320	+96458.8%	Shares	Sole	2022-11-08
2022-06-30	$15,314	136	-99.8%	Shares	Sole	2022-08-12
2022-03-31	$12,304,788	90,264	+7.3%	Shares	Sole	2022-08-08
2021-12-31	$13,324,835	84,148	+1.7%	Shares	Sole	2022-01-12
2021-09-30	$13,544,365	82,744	+10.4%	Shares	Sole	2021-10-06
2021-06-30	$11,661,611	74,975	+20.0%	Shares	Sole	2021-07-13
2021-03-31	$9,507,524	62,455	-4.9%	Shares	Sole	2021-04-30
2020-12-31	$8,344,178	65,666	+8.5%	Shares	Sole	2021-01-25
2020-09-30	$5,824,238	60,499	+3.0%	Shares	Sole	2020-10-29
2020-06-30	$5,526,025	58,750	+8.6%	Shares	Sole	2020-08-05
2020-03-31	$4,870,172	54,095	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.