Position in JPM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$155,416,284
+$19,529,367 QoQ
Shares Held
474,800
+2.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#317
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $269,481,037 across 16 Banks - Diversified names. JPM ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
474,800 | $155,416,284 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
490,085 | $40,500,624 | |
| 3 | BAC |
Bank Of America Corp /De/
|
585,316 | $33,351,305 | |
| 4 | C |
Citigroup Inc
|
134,666 | $18,847,853 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
52,280 | $9,237,876 | |
| 6 | RY |
Royal Bank Of Canada
|
13,332 | $2,759,324 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
16,232 | $2,347,309 | |
| 8 | TD |
Toronto Dominion Bank
|
15,783 | $1,916,529 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,416,284 | 474,800 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $135,886,917 | 461,949 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $110,732,836 | 343,656 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $100,394,114 | 318,277 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $109,698,754 | 378,389 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $92,581,371 | 377,421 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $93,608,193 | 390,506 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $82,277,572 | 390,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $79,886,227 | 394,968 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $81,114,289 | 404,964 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $76,747,419 | 451,190 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $63,257,433 | 436,198 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $44,301,460 | 304,603 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $42,123,619 | 323,257 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $46,118,465 | 343,911 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,437,283 | 319,974 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $33,917,343 | 301,193 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $57,040,922 | 418,434 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $29,265,296 | 184,814 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $40,298,513 | 246,188 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $17,063,204 | 109,703 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $6,827,972 | 44,853 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $5,995,543 | 47,183 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,460,521 | 35,946 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,179,179 | 44,431 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,385,254 | 26,494 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||