Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$77,097,344
+$6,223,022 QoQ
Shares Held
235,534
-2.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#473
of 5,058 holders
Holding Since
Sep 2020
24 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, 2026World Investment Advisors holds $126,993,692 across 16 Banks - Diversified names. JPM ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
235,534 | $77,097,344 | |
| 2 | C |
Citigroup Inc
|
110,148 | $15,416,314 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
69,252 | $10,014,531 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
117,323 | $9,695,572 | |
| 5 | BAC |
Bank Of America Corp /De/
|
146,345 | $8,338,738 | |
| 6 | RY |
Royal Bank Of Canada
|
7,440 | $1,539,856 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
11,741 | $1,116,451 | |
| 8 | TD |
Toronto Dominion Bank
|
6,619 | $803,745 |
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,097,344 | 235,534 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $70,874,322 | 240,938 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $79,271,919 | 246,018 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $73,682,239 | 233,593 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $67,140,836 | 231,592 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $51,060,420 | 208,155 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $48,046,753 | 200,437 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $40,221,966 | 190,752 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $13,942,388 | 68,933 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,901,047 | 9,491 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,279,868 | 19,282 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $627,211 | 4,325 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $598,049 | 4,112 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $387,411 | 2,973 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $411,418 | 3,068 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $318,098 | 3,044 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $350,442 | 3,112 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $431,316 | 3,164 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $506,561 | 3,199 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $401,858 | 2,455 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $404,404 | 2,600 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $393,210 | 2,583 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $348,680 | 2,744 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $264,261 | 2,745 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||