Position in JPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$6,019,926
+$547,668 QoQ
Shares Held
18,391
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,926
of 5,057 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $9,797,213 across 9 Banks - Diversified names. JPM ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
18,391 | $6,019,926 | |
| 2 | BAC |
Bank Of America Corp /De/
|
17,409 | $991,964 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,731 | $804,169 | |
| 4 | TD |
Toronto Dominion Bank
|
3,509 | $426,097 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,084 | $388,347 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
18,181 | $361,620 | |
| 7 | C |
Citigroup Inc
|
2,186 | $305,952 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
11,925 | $298,840 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,019,926 | 18,391 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,472,258 | 18,603 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,937,870 | 18,428 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $5,743,664 | 18,209 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,431,173 | 18,734 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,665,360 | 19,019 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,553,531 | 18,996 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,076,345 | 19,332 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,962,880 | 19,593 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,891,027 | 19,426 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,282,419 | 19,297 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,854,573 | 19,684 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,686,858 | 18,474 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,409,953 | 18,494 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,468,915 | 18,411 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,810,462 | 17,325 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,960,990 | 17,414 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,322,211 | 17,035 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,531,383 | 15,986 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,659,471 | 16,247 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,503,882 | 16,098 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,415,890 | 15,870 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $2,022,954 | 15,920 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,415,457 | 14,703 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,364,810 | 14,510 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,320,560 | 14,668 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||