OneDigital Investment Advisors LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1690370
OVERLAND PARK, KS
Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$37,899,904
+$5,981,485 QoQ
Shares Held
115,785
+6.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#690
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $64,240,966 across 12 Banks - Diversified names. JPM ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
115,785 | $37,899,904 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
95,265 | $7,872,699 | |
| 3 | BAC |
Bank Of America Corp /De/
|
136,182 | $7,759,650 | |
| 4 | C |
Citigroup Inc
|
23,321 | $3,264,007 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
17,441 | $2,522,143 | |
| 6 | SAN |
Banco Santander, S.A.
|
93,369 | $1,288,492 | |
| 7 | TD |
Toronto Dominion Bank
|
8,716 | $1,058,383 | |
| 8 | UBS |
UBS Group AG
|
21,071 | $1,044,278 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,899,904 | 115,785 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $31,918,419 | 108,507 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $36,367,360 | 112,865 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,784,674 | 110,277 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32,294,524 | 111,395 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $32,974,943 | 134,427 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $34,474,373 | 143,817 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $29,886,874 | 141,738 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $29,244,368 | 144,588 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $28,676,951 | 143,170 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $25,603,622 | 150,521 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,366,840 | 133,546 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,469,424 | 126,990 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $15,630,944 | 119,952 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,814,429 | 110,473 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,072,664 | 67,681 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,873,511 | 52,158 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,978,357 | 51,191 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $7,533,659 | 47,576 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $7,323,162 | 44,738 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $6,657,111 | 42,800 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,326,525 | 41,559 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,533,389 | 43,546 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,129,597 | 42,896 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $4,547,894 | 48,351 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,119,321 | 45,755 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||