Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,867,049
+$433,626 QoQ
Shares Held
24,034
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,671
of 5,072 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)
Derivatives in JPM
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$895
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kovack Advisors, Inc. holds $15,683,959 across 9 Banks - Diversified names. JPM ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
24,034 | $7,867,049 | |
| 2 | C |
Citigroup Inc
|
15,748 | $2,204,090 | |
| 3 | BAC |
Bank Of America Corp /De/
|
36,542 | $2,082,163 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
15,526 | $1,283,068 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,478 | $936,783 | |
| 6 | SAN |
Banco Santander, S.A.
|
32,919 | $454,282 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,800 | $322,000 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
4,955 | $294,822 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,867,049 | 24,034 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,433,423 | 25,270 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,334,108 | 41,382 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,671,170 | 27,490 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,720,782 | 30,081 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,482,631 | 30,504 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,657,296 | 31,944 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,630,070 | 31,443 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,451,284 | 31,896 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,244,953 | 31,178 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,346,601 | 37,311 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $4,906,171 | 33,831 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,923,434 | 33,852 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $895 | 100 | Put | Sole | 2023-04-21 | |
| 2023-03-31 | $3,277,557 | 25,152 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,411,906 | 25,443 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $2,755,247 | 26,366 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,190,940 | 19,456 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,885,894 | 21,170 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,642,366 | 23,002 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,944,601 | 24,098 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,419,080 | 21,982 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,128,174 | 20,549 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,603,664 | 20,490 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,164,438 | 22,483 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,107,884 | 22,410 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,071,770 | 23,012 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||