Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$28,684,909
+$4,291,397 QoQ
Shares Held
87,633
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#811
of 5,057 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Verdence Capital Advisors LLC holds $45,353,538 across 10 Banks - Diversified names. JPM ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
87,633 | $28,684,909 | |
| 2 | BAC |
Bank Of America Corp /De/
|
108,615 | $6,188,882 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
43,002 | $3,553,685 | |
| 4 | C |
Citigroup Inc
|
18,396 | $2,574,704 | |
| 5 | SAN |
Banco Santander, S.A.
|
160,400 | $2,213,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,274 | $762,673 | |
| 7 | TD |
Toronto Dominion Bank
|
4,741 | $575,699 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,434 | $386,776 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,684,909 | 87,633 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $24,393,512 | 82,926 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $27,487,943 | 85,308 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $27,776,765 | 88,060 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $23,939,028 | 82,574 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $19,669,380 | 80,185 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $19,329,974 | 80,639 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $17,489,782 | 82,945 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $18,191,466 | 89,941 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $17,974,120 | 89,736 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $15,673,354 | 92,142 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,109,488 | 104,189 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $14,358,854 | 98,727 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $12,444,474 | 95,499 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $12,962,508 | 96,663 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $10,452,926 | 100,028 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $10,878,914 | 96,607 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $13,481,502 | 98,896 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $12,336,890 | 77,909 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $12,683,847 | 77,487 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,188,269 | 78,361 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $9,018,714 | 59,244 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,940,858 | 62,492 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,899,425 | 61,280 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,671,535 | 60,297 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,307,718 | 58,955 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||