Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Position in JPM — Jpmorgan Chase & Co

CIK 1748861 CONCORD, MA

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$5,518,783

+$553,951 QoQ

Shares Held

16,860

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#2,010

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, 2026

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $8,899,002 across 6 Banks - Diversified names. JPM ranks #1 (62.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	16,860	$5,518,783
2	BAC	Bank Of America Corp /De/	14,080	$802,278
3	WFC	Wells Fargo & Company/Mn	9,516	$786,402
4	C	Citigroup Inc	4,714	$659,771
5	TD	Toronto Dominion Bank	4,853	$589,299
6	BMO	Bank Of Montreal /Can/	3,070	$542,469

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,518,783	16,860	-0.1%	Shares	Sole	2026-07-09
2026-03-31	$4,964,832	16,878	-3.3%	Shares	Sole	2026-05-05
2025-12-31	$5,623,705	17,453	+1.1%	Shares	Sole	2026-02-13
2025-09-30	$5,443,375	17,257	+3.7%	Shares	Sole	2025-10-24
2025-06-30	$4,823,522	16,638	+0.2%	Shares	Sole	2025-08-04
2025-03-31	$4,074,678	16,611	+1.6%	Shares	Sole	2025-04-21
2024-12-31	$3,917,820	16,344	+0.1%	Shares	Sole	2025-02-07
2024-09-30	$3,443,343	16,330	+0.5%	Shares	Sole	2024-10-24
2024-06-30	$3,284,904	16,241	+1.7%	Shares	Sole	2024-07-24
2024-03-31	$3,197,188	15,962	+5.5%	Shares	Sole	2024-04-30
2023-12-31	$2,572,762	15,125	+4.0%	Shares	Sole	2024-01-30
2023-09-30	$2,108,155	14,537	+10.8%	Shares	Sole	2023-11-13
2023-06-30	$1,908,027	13,119	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$1,708,233	13,109	-16.4%	Shares	Sole	2023-04-27
2022-12-31	$2,102,553	15,679	-4.3%	Shares	Sole	2023-02-01
2022-09-30	$1,711,396	16,377	+1.7%	Shares	Sole	2022-10-27
2022-06-30	$1,813,921	16,108	-19.1%	Shares	Sole	2022-08-08
2022-03-31	$2,715,767	19,922	-1.0%	Shares	Sole	2022-04-28
2021-12-31	$3,186,793	20,125	-2.2%	Shares	Sole	2022-01-28
2021-09-30	$3,367,430	20,572	+0.1%	Shares	Sole	2021-11-02
2021-06-30	$3,197,591	20,558	+4.8%	Shares	Sole	2021-07-22
2021-03-31	$2,986,904	19,621	+100.7%	Shares	Sole	2021-05-13
2020-12-31	$1,241,982	9,774	+1.2%	Shares	Sole	2021-02-02
2020-09-30	$929,583	9,656	-20.5%	Shares	Sole	2020-11-25
2020-06-30	$1,142,358	12,145	+6.5%	Shares	Sole	2020-07-23
2020-03-31	$1,026,342	11,400	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.