Jackson, Grant Investment Advisers, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 1650300
STAMFORD, CT
Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$473,319
-$42,343 QoQ
Shares Held
1,446
-17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#4,337
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, 2026Jackson, Grant Investment Advisers, Inc. holds $1,975,652 across 9 Banks - Diversified names. JPM ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
4,037 | $583,790 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
1,446 | $473,319 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,344 | $361,481 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,422 | $282,794 | |
| 5 | C |
Citigroup Inc
|
794 | $111,128 | |
| 6 | RY |
Royal Bank Of Canada
|
307 | $63,539 | |
| 7 | BNS |
Bank Of Nova Scotia
|
700 | $60,788 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
134 | $23,677 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,319 | 1,446 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $515,662 | 1,753 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $547,774 | 1,700 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $534,969 | 1,696 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $490,527 | 1,692 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $416,519 | 1,698 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $468,393 | 1,954 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $533,897 | 2,532 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $510,301 | 2,523 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $588,080 | 2,936 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $497,372 | 2,924 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $421,718 | 2,908 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $421,194 | 2,896 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $375,423 | 2,881 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $357,376 | 2,665 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $278,074 | 2,661 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $280,173 | 2,488 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $329,621 | 2,418 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $398,091 | 2,514 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $411,025 | 2,511 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $390,094 | 2,508 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $381,183 | 2,504 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $315,387 | 2,482 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $228,833 | 2,377 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $223,110 | 2,372 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $213,101 | 2,367 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||