Strategic Investment Advisors / MI
Position in JPM — Jpmorgan Chase & Co
CIK 1760540
FARMINGTON HILLS, MI
Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,130,884
+$553,467 QoQ
Shares Held
21,785
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#1,759
of 5,057 holders
Holding Since
Mar 2020
24 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, 2026Strategic Investment Advisors / MI holds $12,188,816 across 9 Banks - Diversified names. JPM ranks #1 (58.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
21,785 | $7,130,884 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
11,038 | $1,596,205 | |
| 3 | BAC |
Bank Of America Corp /De/
|
20,626 | $1,175,269 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
13,844 | $1,144,068 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,082 | $469,430 | |
| 6 | C |
Citigroup Inc
|
2,200 | $307,912 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,479 | $140,638 | |
| 8 | SAN |
Banco Santander, S.A.
|
8,237 | $113,670 |
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,130,884 | 21,785 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,577,417 | 22,360 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,059,991 | 18,807 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $5,900,828 | 20,354 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,268,553 | 21,478 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,484,325 | 22,879 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,947,408 | 23,463 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,674,633 | 23,112 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,833,844 | 14,148 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,432,600 | 14,301 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,598,845 | 11,025 | Shares | Sole | 2023-10-25 | |
| 2023-03-31 | $1,777,298 | 13,639 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,681,614 | 12,540 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,114,074 | 10,661 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,798,156 | 15,968 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,610,075 | 11,811 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,815,641 | 11,466 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,700,902 | 10,391 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,652,456 | 10,624 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,252,700 | 8,229 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,081,111 | 8,508 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $859,691 | 8,930 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $652,776 | 6,940 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $609,863 | 6,774 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||