Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,415,489
+$3,507,798 QoQ
Shares Held
99,030
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#761
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)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$130,932
PutShares
400
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, 2026Mutual Advisors, LLC holds $46,353,491 across 10 Banks - Diversified names. JPM ranks #1 (69.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
99,030 | $32,415,489 | |
| 2 | BAC |
Bank Of America Corp /De/
|
100,425 | $5,722,216 | |
| 3 | C |
Citigroup Inc
|
23,185 | $3,244,972 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
33,492 | $2,767,778 | |
| 5 | ING |
Ing Groep NV
|
16,520 | $518,397 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,559 | $514,666 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,859 | $328,785 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,549 | $308,195 |
All Filings in JPM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,932 | 400 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $32,415,489 | 99,030 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,907,691 | 98,272 | Shares | Sole | 2026-05-04 | |
| 2026-03-31 | $117,664 | 400 | Put | Sole | 2026-05-04 | |
| 2025-12-31 | $31,772,180 | 98,604 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $31,332,923 | 99,334 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $27,567,541 | 95,090 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $23,532,855 | 95,935 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $23,400,729 | 97,621 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $22,336,821 | 105,932 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $21,335,396 | 105,485 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $20,715,426 | 103,422 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $17,609,942 | 103,527 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $13,234,670 | 91,261 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,239,257 | 91,029 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,252,529 | 86,352 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $11,385,894 | 84,906 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $8,578,300 | 82,089 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,639,777 | 76,723 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,393,538 | 68,908 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $9,560,539 | 60,376 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,714,019 | 59,344 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,167,405 | 52,510 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,267,155 | 47,738 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,001,389 | 47,229 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,404,501 | 56,139 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,436,339 | 47,165 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,296,448 | 36,615 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||