Steward Partners Investment Advisory, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1723397 STAMFORD, CT

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$279,317,890

-$13,948,157 QoQ

Shares Held

853,322

-14.4% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

2.40%

of 13F equity value

Holder Rank

#217

of 5,048 holders

Holding Since

Mar 2020

26 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, 2026

Steward Partners Investment Advisory, LLC holds $386,005,657 across 19 Banks - Diversified names. JPM ranks #1 (72.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	853,322	$279,317,890
2	WFC	Wells Fargo & Company/Mn	393,034	$32,480,329
3	BAC	Bank Of America Corp /De/	538,337	$30,674,442
4	C	Citigroup Inc	121,079	$16,946,216
5	BNY	Bank of New York Mellon Corp	98,774	$14,283,708
6	TD	Toronto Dominion Bank	24,038	$2,918,934
7	HSBC	Hsbc Holdings PLC	20,406	$1,940,406
8	RY	Royal Bank Of Canada	8,079	$1,672,110

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,317,890	853,322	-14.4%	Shares	Sole	2026-08-13
2026-03-31	$293,266,047	996,961	+7.2%	Shares	Sole	2026-05-08
2025-12-31	$299,692,310	930,086	-0.0%	Shares	Sole	2026-02-12
2025-09-30	$293,456,830	930,339	+35.6%	Shares	Sole	2025-11-12
2025-06-30	$198,855,357	685,921	+2.9%	Shares	Sole	2025-08-12
2025-03-31	$163,563,341	666,789	+4.7%	Shares	Sole	2025-05-13
2024-12-31	$152,674,175	636,912	+3.3%	Shares	Sole	2025-02-06
2024-09-30	$130,063,508	616,824	+10.3%	Shares	Sole	2024-11-14
2024-06-30	$113,132,512	559,342	-1.8%	Shares	Sole	2024-08-08
2024-03-31	$114,083,468	569,563	+20.4%	Shares	Sole	2024-05-15
2023-12-31	$80,500,505	473,254	+1.3%	Shares	Sole	2024-02-12
2023-09-30	$67,758,419	467,235	-3.9%	Shares	Sole	2023-11-13
2023-06-30	$70,707,983	486,166	+5.3%	Shares	Sole	2023-08-14
2023-03-31	$60,178,200	461,808	+0.6%	Shares	Sole	2023-05-15
2022-12-31	$61,570,405	459,138	+9.8%	Shares	Sole	2023-02-15
2022-09-30	$43,692,286	418,108	+8.9%	Shares	Sole	2022-11-10
2022-06-30	$43,230,190	383,893	-3.7%	Shares	Sole	2022-08-04
2022-03-31	$54,352,692	398,714	-2.2%	Shares	Sole	2022-05-02
2021-12-31	$64,563,887	407,729	+7.6%	Shares	Sole	2022-02-08
2021-09-30	$62,033,762	378,971	+7.6%	Shares	Sole	2021-11-12
2021-06-30	$54,760,190	352,065	-0.7%	Shares	Sole	2021-08-13
2021-03-31	$53,968,427	354,519	+18.4%	Shares	Sole	2021-05-14
2020-12-31	$38,045,012	299,402	+0.8%	Shares	Sole	2021-02-11
2020-09-30	$28,587,280	296,949	+10.3%	Shares	Sole	2020-10-30
2020-06-30	$25,320,763	269,198	+11.4%	Shares	Sole	2020-08-06
2020-03-31	$21,756,829	241,662	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.