Capital Asset Advisory Services LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1666024
Williamston, MI
Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,396,000
+$1,472,363 QoQ
Shares Held
31,760
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#1,412
of 5,056 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 Asset Advisory Services LLC holds $24,339,993 across 6 Banks - Diversified names. JPM ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
31,760 | $10,396,000 | |
| 2 | BAC |
Bank Of America Corp /De/
|
125,712 | $7,163,069 | |
| 3 | C |
Citigroup Inc
|
27,549 | $3,855,758 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,368 | $2,344,331 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,405 | $347,787 | |
| 6 | RY |
Royal Bank Of Canada
|
1,126 | $233,048 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,396,000 | 31,760 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,923,637 | 30,336 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,506,627 | 32,607 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $10,437,263 | 33,089 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $9,445,847 | 32,582 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $8,522,457 | 34,743 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9,482,687 | 39,559 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,308,305 | 39,402 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $8,062,083 | 39,860 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,935,084 | 39,616 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,773,041 | 39,818 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $5,643,888 | 38,918 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,329,212 | 36,642 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,682,559 | 35,934 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,499,859 | 33,556 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $3,356,540 | 32,120 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,420,753 | 30,377 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,299,669 | 31,541 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,055,818 | 25,613 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,303,410 | 26,290 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $4,164,272 | 26,773 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,415,278 | 29,004 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,651,610 | 28,737 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $2,150,094 | 22,334 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $2,231,103 | 23,720 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,000,016 | 22,215 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||