Capital Investment Advisory Services, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1659203
RALEIGH, NC
Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,714,827
+$1,655,138 QoQ
Shares Held
29,679
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#1,475
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, 2026Capital Investment Advisory Services, LLC holds $23,070,873 across 6 Banks - Diversified names. JPM ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
29,679 | $9,714,827 | |
| 2 | BAC |
Bank Of America Corp /De/
|
92,684 | $5,281,134 | |
| 3 | RY |
Royal Bank Of Canada
|
20,987 | $4,343,679 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
31,650 | $2,615,556 | |
| 5 | C |
Citigroup Inc
|
5,844 | $817,926 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,059 | $297,751 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,714,827 | 29,679 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,059,689 | 27,399 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,731,195 | 27,097 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,458,570 | 26,816 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,748,134 | 26,726 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,807,968 | 23,677 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,547,608 | 23,143 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,775,979 | 22,650 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,624,270 | 22,863 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,502,944 | 22,481 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,949,892 | 23,221 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,537,762 | 24,395 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,774,749 | 25,954 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,474,976 | 26,667 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,513,403 | 33,657 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,758,760 | 35,969 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $3,786,849 | 33,628 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,354,606 | 31,944 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,448,843 | 28,095 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $4,468,737 | 27,300 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,924,118 | 25,229 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,808,185 | 25,016 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,259,345 | 25,650 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,211,033 | 22,967 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,434,178 | 25,879 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,111,113 | 23,449 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||