Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$32,133,004
+$4,122,207 QoQ
Shares Held
98,167
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#764
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $65,014,157 across 8 Banks - Diversified names. JPM ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
98,167 | $32,133,004 | |
| 2 | C |
Citigroup Inc
|
133,194 | $18,641,832 | |
| 3 | BAC |
Bank Of America Corp /De/
|
158,765 | $9,046,429 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,459 | $2,351,851 | |
| 5 | RY |
Royal Bank Of Canada
|
8,976 | $1,857,762 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,937 | $424,719 | |
| 7 | BCS |
Barclays PLC
|
12,650 | $339,779 | |
| 8 | ING |
Ing Groep NV
|
6,972 | $218,781 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,133,004 | 98,167 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $28,010,797 | 95,223 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $31,860,146 | 98,877 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,801,739 | 97,650 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $29,431,663 | 101,520 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,335,565 | 103,284 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $23,737,282 | 99,025 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $20,768,023 | 98,492 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,922,567 | 68,835 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $15,087,397 | 75,324 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,490,613 | 73,431 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,981,639 | 75,725 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,932,379 | 88,919 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $11,231,940 | 86,194 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $11,379,860 | 84,861 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,720,186 | 64,308 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,929,343 | 61,534 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $8,196,376 | 60,126 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $9,120,643 | 57,598 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,808,030 | 41,591 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $9,919,407 | 63,774 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $8,938,184 | 58,715 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,214,399 | 56,775 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,853,119 | 60,799 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $6,242,291 | 66,365 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $5,493,990 | 61,024 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||