FLAGSHIP HARBOR ADVISORS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1691766 BOSTON, MA

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$16,248,988

+$1,653,063 QoQ

Shares Held

49,641

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.96%

of 13F equity value

Holder Rank

#1,123

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $21,291,103 across 6 Banks - Diversified names. JPM ranks #1 (76.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	49,641	$16,248,988
2	BAC	Bank Of America Corp /De/	41,036	$2,338,231
3	C	Citigroup Inc	11,804	$1,652,087
4	WFC	Wells Fargo & Company/Mn	5,753	$475,427
5	BNY	Bank of New York Mellon Corp	2,182	$315,539
6	TD	Toronto Dominion Bank	2,148	$260,831

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,248,988	49,641	+0.0%	Shares	Sole	2026-07-22
2026-03-31	$14,595,925	49,619	+2.1%	Shares	Sole	2026-04-28
2025-12-31	$15,664,403	48,614	-1.4%	Shares	Sole	2026-01-21
2025-09-30	$15,552,591	49,306	+0.4%	Shares	Sole	2025-11-05
2025-06-30	$14,239,219	49,116	+0.3%	Shares	Sole	2025-08-04
2025-03-31	$12,014,794	48,980	+0.6%	Shares	Sole	2025-04-22
2024-12-31	$11,666,445	48,669	-2.9%	Shares	Sole	2025-01-21
2024-09-30	$10,573,363	50,144	-2.4%	Shares	Sole	2024-10-21
2024-06-30	$10,393,332	51,386	+16.3%	Shares	Sole	2025-12-02
2024-03-31	$8,853,059	44,199	-0.8%	Shares	Sole	2024-04-16
2023-12-31	$7,579,315	44,558	+4.5%	Shares	Sole	2024-01-10
2023-09-30	$6,181,042	42,622	-2.5%	Shares	Sole	2023-10-17
2023-06-30	$6,360,672	43,734	+3.2%	Shares	Sole	2023-07-11
2023-03-31	$5,521,625	42,373	-1.8%	Shares	Sole	2023-04-12
2022-12-31	$5,783,733	43,130	+37.5%	Shares	Sole	2023-01-13
2022-09-30	$3,278,374	31,372	+2.4%	Shares	Sole	2022-10-13
2022-06-30	$3,451,609	30,651	+10.0%	Shares	Sole	2022-07-13
2022-03-31	$3,798,284	27,863	-1.8%	Shares	Sole	2022-04-13
2021-12-31	$4,491,439	28,364	+12.4%	Shares	Sole	2022-02-17
2021-09-30	$4,129,898	25,230	0.0%	Shares	Sole	2021-11-01
2021-06-30	$3,924,274	25,230	+0.6%	Shares	Sole	2021-07-26
2021-03-31	$3,818,080	25,081	-4.7%	Shares	Sole	2021-05-03
2020-12-31	$3,343,974	26,316	-3.2%	Shares	Sole	2021-02-08
2020-09-30	$2,615,944	27,173	-2.9%	Shares	Sole	2020-10-13
2020-06-30	$2,631,986	27,982	+15.2%	Shares	Sole	2020-07-31
2020-03-31	$2,187,188	24,294	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.