Prime Capital Investment Advisors, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1731446
OVERLAND PARK, KS
Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$49,469,055
+$6,964,995 QoQ
Shares Held
151,129
+4.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#603
of 5,058 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 Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$118
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, 2026Prime Capital Investment Advisors, LLC holds $81,464,167 across 15 Banks - Diversified names. JPM ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
151,129 | $49,469,055 | |
| 2 | BAC |
Bank Of America Corp /De/
|
211,693 | $12,062,267 | |
| 3 | C |
Citigroup Inc
|
31,245 | $4,373,050 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
36,686 | $3,031,731 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
27,982 | $2,660,808 | |
| 6 | RY |
Royal Bank Of Canada
|
10,688 | $2,212,095 | |
| 7 | TD |
Toronto Dominion Bank
|
14,694 | $1,784,292 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
86,156 | $1,713,642 |
All Filings in JPM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,469,055 | 151,129 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $42,504,060 | 144,493 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $47,068,286 | 146,075 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $118 | 100 | Put | Sole | 2025-11-05 | |
| 2025-09-30 | $45,957,835 | 145,699 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $177 | 100 | Call | Sole | 2025-07-23 | |
| 2025-06-30 | $46,653,186 | 160,923 | Shares | Sole | 2025-07-23 | |
| 2025-06-30 | $165 | 100 | Put | Sole | 2025-07-23 | |
| 2025-03-31 | $51,119,293 | 208,395 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $39,986,264 | 166,811 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $31,611,920 | 149,919 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $27,198,306 | 134,472 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $30,141,945 | 150,484 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,869,184 | 163,840 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $19,458,348 | 134,177 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $19,260,910 | 132,432 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,960,114 | 76,434 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $9,563,475 | 71,316 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $9,974,629 | 95,451 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,318,477 | 82,750 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,557,754 | 84,784 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $13,586,905 | 85,803 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $12,401,972 | 75,765 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $9,045,117 | 58,153 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,118,427 | 46,761 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $8,209,865 | 64,609 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $7,599,168 | 78,936 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,453,034 | 57,974 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,595,744 | 28,832 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||