PFG Advisors

Position in JPM — Jpmorgan Chase & Co

CIK 1694435 Phoenix, AZ

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$10,213,677

-$609,940 QoQ

Shares Held

31,203

-15.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#1,423

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFG Advisors holds $20,024,847 across 4 Banks - Diversified names. JPM ranks #1 (51.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	31,203	$10,213,677
2	WFC	Wells Fargo & Company/Mn	99,763	$8,244,414
3	BAC	Bank Of America Corp /De/	20,280	$1,155,554
4	C	Citigroup Inc	2,938	$411,202

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,213,677	31,203	-15.2%	Shares	Sole	2026-07-16
2026-03-31	$10,823,617	36,795	+2.2%	Shares	Sole	2026-05-05
2025-12-31	$11,605,719	36,018	-31.6%	Shares	Sole	2026-01-27
2025-09-30	$16,611,174	52,662	+5.9%	Shares	Sole	2025-11-13
2025-06-30	$14,416,354	49,727	+19.4%	Shares	Sole	2025-08-07
2025-03-31	$10,211,839	41,630	+24.2%	Shares	Sole	2025-05-06
2024-12-31	$8,033,880	33,515	-3.3%	Shares	Sole	2025-02-07
2024-09-30	$7,310,727	34,671	-7.5%	Shares	Sole	2024-10-15
2024-06-30	$7,583,536	37,494	+1.7%	Shares	Sole	2024-08-08
2024-03-31	$7,385,261	36,871	-1.8%	Shares	Sole	2024-05-07
2023-12-31	$6,385,043	37,537	+4.9%	Shares	Sole	2024-01-19
2023-09-30	$5,188,525	35,778	-33.4%	Shares	Sole	2023-10-13
2023-06-30	$7,810,128	53,700	+0.4%	Shares	Sole	2023-07-20
2023-03-31	$6,971,845	53,502	+1.7%	Shares	Sole	2023-04-21
2022-12-31	$7,057,683	52,630	+11.2%	Shares	Sole	2023-01-30
2022-09-30	$4,947,134	47,341	+8.8%	Shares	Sole	2022-10-14
2022-06-30	$4,898,647	43,501	+6.4%	Shares	Sole	2022-07-13
2022-03-31	$5,571,807	40,873	+8.6%	Shares	Sole	2022-04-19
2021-12-31	$5,959,977	37,638	+1.1%	Shares	Sole	2022-01-21
2021-09-30	$6,092,050	37,217	+2.6%	Shares	Sole	2021-11-05
2021-06-30	$5,643,457	36,283	+1.3%	Shares	Sole	2021-07-28
2021-03-31	$5,453,944	35,827	+70.5%	Shares	Sole	2021-04-27
2020-12-31	$2,669,359	21,007	-0.4%	Shares	Sole	2021-01-26
2020-09-30	$2,030,334	21,090	+5.3%	Shares	Sole	2020-10-13
2020-06-30	$1,883,081	20,020	+3.6%	Shares	Sole	2020-07-16
2020-03-31	$1,740,549	19,333	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.