Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,842,806
+$1,039,630 QoQ
Shares Held
33,125
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,382
of 5,048 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)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$556,461
CallShares
1,700
PutValue
$1,309,320
PutShares
4,000
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, 2026Avestar Capital, LLC holds $21,271,061 across 7 Banks - Diversified names. JPM ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
33,125 | $10,842,806 | |
| 2 | BAC |
Bank Of America Corp /De/
|
59,521 | $3,391,506 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
38,371 | $3,170,979 | |
| 4 | C |
Citigroup Inc
|
16,751 | $2,344,469 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,666 | $674,750 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
4,685 | $445,496 | |
| 7 | SAN |
Banco Santander, S.A.
|
29,062 | $401,055 |
All Filings in JPM
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,461 | 1,700 | Call | Sole | 2026-07-29 | |
| 2026-06-30 | $1,309,320 | 4,000 | Put | Sole | 2026-07-29 | |
| 2026-06-30 | $10,842,806 | 33,125 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,824,080 | 13,000 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $9,803,176 | 33,326 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $441,240 | 1,500 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $644,440 | 2,000 | Call | Sole | 2026-02-10 | |
| 2025-12-31 | $9,336,002 | 28,974 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $1,933,320 | 6,000 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $1,261,720 | 4,000 | Put | Sole | 2025-11-07 | |
| 2025-09-30 | $9,288,782 | 29,448 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $630,860 | 2,000 | Call | Sole | 2025-11-07 | |
| 2025-06-30 | $9,370,760 | 32,323 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $579,820 | 2,000 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $73,590 | 300 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $7,240,274 | 29,516 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $907,610 | 3,700 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $6,580,279 | 27,451 | Shares | Sole | 2025-01-29 | |
| 2024-12-31 | $1,606,057 | 6,700 | Call | Sole | 2025-01-29 | |
| 2024-09-30 | $5,360,272 | 25,421 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $1,518,192 | 7,200 | Call | Sole | 2024-11-13 | |
| 2024-06-30 | $1,152,882 | 5,700 | Call | Sole | 2024-08-08 | |
| 2024-06-30 | $4,885,792 | 24,156 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $100,150 | 500 | Call | Sole | 2024-05-10 | |
| 2024-03-31 | $4,032,639 | 20,133 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,735,208 | 16,080 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,931,956 | 13,322 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,749,788 | 12,031 | Shares | Sole | 2023-08-02 | |
| 2023-06-30 | $1,163,520 | 8,000 | Call | Sole | 2023-08-02 | |
| 2023-03-31 | $1,427,415 | 10,954 | Shares | Sole | 2023-04-20 | |
| 2023-03-31 | $1,211,883 | 9,300 | Call | Sole | 2023-04-20 | |
| 2022-12-31 | $1,569,104 | 11,701 | Shares | Sole | 2023-01-20 | |
| 2022-12-31 | $160,920 | 1,200 | Call | Sole | 2023-01-20 | |
| 2022-09-30 | $1,254,209 | 12,002 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $788,270 | 7,000 | Call | Sole | 2022-07-28 | |
| 2022-06-30 | $1,215,962 | 10,798 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,502,382 | 11,021 | Shares | Sole | 2022-04-26 | |
| 2022-03-31 | $954,240 | 7,000 | Call | Sole | 2022-04-26 | |
| 2022-03-31 | $1,704,000 | 12,500 | Put | Sole | 2022-04-26 | |
| 2021-12-31 | $1,646,048 | 10,395 | Shares | Sole | 2022-02-01 | |
| 2021-12-31 | $2,058,550 | 13,000 | Call | Sole | 2022-02-01 | |
| 2021-12-31 | $4,544,645 | 28,700 | Put | Sole | 2022-02-01 | |
| 2021-09-30 | $1,636,900 | 10,000 | Call | Sole | 2021-11-09 | |
| 2021-09-30 | $2,815,468 | 17,200 | Put | Sole | 2021-11-09 | |
| 2021-09-30 | $1,698,120 | 10,374 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,364,208 | 15,200 | Put | Sole | 2021-08-03 | |
| 2021-06-30 | $1,555,400 | 10,000 | Call | Sole | 2021-08-03 | |
| 2021-06-30 | $1,517,137 | 9,754 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,898,612 | 12,472 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,658,009 | 13,048 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||