FLC Capital Advisors

Position in JPM — Jpmorgan Chase & Co

CIK 1713697 PALM DESERT, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,277,868

+$533,362 QoQ

Shares Held

16,124

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.47%

of 13F equity value

Holder Rank

#2,036

of 5,048 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLC Capital Advisors holds $8,804,493 across 5 Banks - Diversified names. JPM ranks #1 (59.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	16,124	$5,277,868
2	BAC	Bank Of America Corp /De/	41,891	$2,386,949
3	C	Citigroup Inc	3,545	$496,158
4	WFC	Wells Fargo & Company/Mn	4,906	$405,431
5	BCS	Barclays PLC	8,864	$238,087

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,277,868	16,124	-0.0%	Shares	Sole	2026-07-20
2026-03-31	$4,744,506	16,129	+1.3%	Shares	Sole	2026-05-04
2025-12-31	$5,130,064	15,921	0.0%	Shares	Sole	2026-02-11
2025-09-30	$5,021,961	15,921	-0.2%	Shares	Sole	2025-10-17
2025-06-30	$4,626,093	15,957	-2.8%	Shares	Sole	2025-07-29
2025-03-31	$4,028,807	16,424	+0.9%	Shares	Sole	2025-05-05
2024-12-31	$3,901,519	16,276	-14.4%	Shares	Sole	2025-01-16
2024-09-30	$4,008,659	19,011	-8.0%	Shares	Sole	2024-10-16
2024-06-30	$4,178,893	20,661	+0.0%	Shares	Sole	2024-07-15
2024-03-31	$4,137,396	20,656	+0.2%	Shares	Sole	2024-05-06
2023-12-31	$3,508,312	20,625	+2.4%	Shares	Sole	2024-01-18
2023-09-30	$2,921,282	20,144	-13.2%	Shares	Sole	2024-01-18
2023-06-30	$3,374,498	23,202	-0.4%	Shares	Sole	2023-08-11
2023-03-31	$3,036,744	23,304	-0.2%	Shares	Sole	2023-04-27
2022-12-31	$3,131,771	23,354	-1.2%	Shares	Sole	2023-01-30
2022-09-30	$2,470,066	23,637	-7.4%	Shares	Sole	2022-10-14
2022-06-30	$2,873,919	25,521	+5.0%	Shares	Sole	2022-07-27
2022-03-31	$3,313,666	24,308	+4.9%	Shares	Sole	2022-04-25
2021-12-31	$3,669,444	23,173	-1.3%	Shares	Sole	2022-01-26
2021-09-30	$3,842,295	23,473	0.0%	Shares	Sole	2021-10-13
2021-06-30	$3,650,990	23,473	-2.5%	Shares	Sole	2021-08-12
2021-03-31	$3,664,937	24,075	+2.2%	Shares	Sole	2021-04-23
2020-12-31	$2,993,515	23,558	+0.9%	Shares	Sole	2021-02-10
2020-09-30	$2,247,038	23,341	+5.2%	Shares	Sole	2020-10-23
2020-06-30	$2,086,909	22,187	+10.3%	Shares	Sole	2020-07-10
2020-03-31	$1,811,133	20,117	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.