Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$42,657,972
+$14,968,398 QoQ
Shares Held
130,321
+38.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#657
of 5,058 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AlphaCore Capital LLC holds $62,575,044 across 9 Banks - Diversified names. JPM ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
130,321 | $42,657,972 | |
| 2 | BAC |
Bank Of America Corp /De/
|
131,039 | $7,466,602 | |
| 3 | C |
Citigroup Inc
|
50,752 | $7,103,249 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
40,206 | $3,322,623 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,951 | $860,574 | |
| 6 | RY |
Royal Bank Of Canada
|
1,872 | $387,447 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
1,763 | $311,522 | |
| 8 | SAN |
Banco Santander, S.A.
|
17,245 | $237,981 |
All Filings in JPM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,657,972 | 130,321 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $27,689,574 | 94,131 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,179,789 | 99,869 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $21,036,342 | 66,691 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,221,133 | 62,851 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,354,220 | 58,517 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $12,154,255 | 50,704 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $10,965,141 | 52,002 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,192,892 | 50,395 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,915,851 | 49,505 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,454,140 | 49,701 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,185,886 | 49,551 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,104,307 | 48,847 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,765,829 | 21,225 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,744,775 | 13,011 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,229,965 | 11,770 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,132,743 | 10,059 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,044,756 | 7,664 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $308,465 | 1,948 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $276,799 | 1,691 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $190,565 | 2,026 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $166,915 | 1,854 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||