Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,767,506
-$3,061,678 QoQ
Shares Held
35,950
-28.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,327
of 5,058 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $26,433,824 across 19 Banks - Diversified names. JPM ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
35,950 | $11,767,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,845 | $2,384,324 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,424 | $2,348,953 | |
| 4 | C |
Citigroup Inc
|
13,767 | $1,926,824 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
42,918 | $1,075,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,766 | $978,425 | |
| 7 | RY |
Royal Bank Of Canada
|
4,481 | $927,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,001 | $760,810 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,767,506 | 35,950 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,829,184 | 50,412 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $11,484,237 | 35,641 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,794,958 | 34,223 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,767,355 | 33,691 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,022,779 | 32,706 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,854,094 | 32,765 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,721,159 | 31,875 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,388,781 | 31,587 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,706,342 | 28,489 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $4,339,586 | 25,512 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,879,135 | 26,749 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,000,179 | 27,504 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,279,508 | 25,167 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,564,911 | 26,584 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,727,971 | 26,105 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,967,632 | 17,473 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,131,224 | 15,634 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $2,134,397 | 13,479 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||