Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$44,797,729
+$4,934,931 QoQ
Shares Held
136,858
+1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#637
of 5,057 holders
Holding Since
Mar 2020
22 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, 2026Parallel Advisors, LLC holds $73,221,304 across 19 Banks - Diversified names. JPM ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
136,858 | $44,797,729 | |
| 2 | BAC |
Bank Of America Corp /De/
|
110,965 | $6,322,785 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
43,555 | $3,599,385 | |
| 4 | C |
Citigroup Inc
|
23,129 | $3,237,134 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
16,661 | $2,409,347 | |
| 6 | RY |
Royal Bank Of Canada
|
7,496 | $1,551,447 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
16,074 | $1,528,476 | |
| 8 | SAN |
Banco Santander, S.A.
|
104,112 | $1,436,745 |
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,797,729 | 136,858 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $39,862,798 | 135,514 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $43,279,301 | 134,316 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $42,174,883 | 133,706 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $38,402,928 | 132,465 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $31,986,384 | 130,397 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $31,046,280 | 129,516 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,063,037 | 128,346 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $25,759,024 | 127,356 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $25,191,931 | 125,771 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $20,913,795 | 122,950 | Shares | Sole | 2024-02-12 | |
| 2022-12-31 | $9,263,091 | 69,076 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,993,558 | 66,924 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,381,472 | 65,549 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,261,946 | 60,607 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $8,418,361 | 53,163 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $7,498,272 | 48,208 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $7,014,758 | 46,080 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,646,482 | 44,436 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,260,140 | 44,252 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $4,160,650 | 44,234 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $3,899,199 | 43,310 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||