Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,269,365
+$524,709 QoQ
Shares Held
13,043
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2,246
of 5,058 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crewe Advisors LLC holds $6,488,910 across 16 Banks - Diversified names. JPM ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
13,043 | $4,269,365 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,888 | $1,190,198 | |
| 3 | C |
Citigroup Inc
|
3,510 | $491,259 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,918 | $323,783 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
400 | $70,680 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
431 | $62,326 | |
| 7 | BCS |
Barclays PLC
|
722 | $19,392 | |
| 8 | RY |
Royal Bank Of Canada
|
68 | $14,073 |
All Filings in JPM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,269,365 | 13,043 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,744,656 | 12,730 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,060,938 | 12,603 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,948,237 | 12,517 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $1,620,709 | 8,013 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,803,100 | 9,002 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $744,943 | 5,122 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $727,520 | 5,583 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $802,454 | 5,984 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $793,991 | 7,598 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $641,313 | 5,695 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $690,597 | 5,066 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $749,945 | 4,736 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $562,602 | 3,437 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $576,586 | 3,707 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $577,560 | 3,794 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $482,103 | 3,794 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $372,853 | 3,873 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $325,823 | 3,464 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $311,863 | 3,464 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||