Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$484,338,417
+$67,226,009 QoQ
Shares Held
1,479,664
+4.4% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#153
of 5,072 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)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$460
CallShares
100
PutValue
$705
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $949,475,905 across 18 Banks - Diversified names. JPM ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,479,664 | $484,338,417 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,184,090 | $124,449,448 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,040,585 | $85,993,944 | |
| 4 | C |
Citigroup Inc
|
600,893 | $84,100,984 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
409,275 | $59,185,257 | |
| 6 | RY |
Royal Bank Of Canada
|
82,072 | $16,986,441 | |
| 7 | TD |
Toronto Dominion Bank
|
95,261 | $11,567,543 | |
| 8 | SAN |
Banco Santander, S.A.
|
828,167 | $11,428,704 |
All Filings in JPM
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460 | 100 | Call | Sole | 2026-08-12 | |
| 2026-06-30 | $705 | 100 | Put | Sole | 2026-08-12 | |
| 2026-06-30 | $484,338,417 | 1,479,664 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $417,112,408 | 1,417,978 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $825 | 100 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $448,873,404 | 1,393,065 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $425,939,007 | 1,350,344 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $293,451,540 | 1,012,216 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $237,784,253 | 969,361 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $215,411,076 | 898,632 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $185,973,037 | 881,974 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $178,052,309 | 880,314 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $195,514,432 | 976,108 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $54,925,800 | 322,903 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $47,124,394 | 324,951 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $47,826,198 | 328,838 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $43,312,437 | 332,380 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $45,881,242 | 342,142 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $20,687,133 | 197,963 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,949,957 | 274,842 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $33,585,294 | 246,371 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $36,458,345 | 230,239 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,772,303 | 224,646 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $34,226,888 | 220,052 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $30,427,275 | 199,877 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $26,193,447 | 206,134 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $6,001,375 | 62,339 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,861,066 | 62,312 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,754,754 | 52,813 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||