Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$44,175,473
+$5,686,403 QoQ
Shares Held
134,957
+3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#647
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Dec 31, 2020CallValue
$13,849
CallShares
109
PutValue
$0
PutShares
0
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, 2026Independent Advisor Alliance holds $91,187,212 across 17 Banks - Diversified names. JPM ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
134,957 | $44,175,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
261,818 | $14,918,388 | |
| 3 | C |
Citigroup Inc
|
70,359 | $9,847,445 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
82,561 | $6,822,840 | |
| 5 | UBS |
UBS Group AG
|
75,104 | $3,722,153 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
18,378 | $2,657,641 | |
| 7 | RY |
Royal Bank Of Canada
|
10,951 | $2,266,527 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
9,265 | $1,637,125 |
All Filings in JPM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,175,473 | 134,957 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $38,489,070 | 130,844 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $55,674,137 | 172,783 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $55,909,651 | 177,249 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $50,333,304 | 173,617 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $45,473,468 | 185,379 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $43,494,420 | 181,446 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $35,913,463 | 170,319 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,118,605 | 173,631 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $35,762,563 | 178,545 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $32,838,655 | 193,055 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $27,043,909 | 186,484 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $25,792,910 | 177,344 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $21,986,163 | 168,722 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,148,459 | 180,078 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,820,136 | 180,097 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $19,997,283 | 177,580 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $23,914,753 | 175,431 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $24,713,367 | 156,068 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $25,201,220 | 153,957 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $25,473,563 | 163,775 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $25,359,538 | 166,587 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,849 | 109 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $19,361,909 | 152,372 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,300,566 | 138,159 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $9,866,987 | 104,901 | Shares | Sole | 2020-08-06 | |
| 2020-06-30 | $376 | 4 | Call | Sole | 2020-08-06 | |
| 2020-03-31 | $8,067,677 | 89,611 | Shares | Sole | 2020-05-14 | |
| 2020-03-31 | $360 | 4 | Call | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||