Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$13,221,186
+$1,318,590 QoQ
Shares Held
40,391
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
#1,246
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, 2026Claro Advisors Inc. holds $18,457,041 across 6 Banks - Diversified names. JPM ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
40,391 | $13,221,186 | |
| 2 | BAC |
Bank Of America Corp /De/
|
48,271 | $2,750,481 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,544 | $788,716 | |
| 4 | C |
Citigroup Inc
|
5,369 | $751,445 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,411 | $637,874 | |
| 6 | TD |
Toronto Dominion Bank
|
2,531 | $307,339 |
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,221,186 | 40,391 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,902,596 | 40,463 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,440,591 | 38,609 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,427,311 | 39,398 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,273,440 | 38,886 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,635,226 | 43,356 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,238,733 | 42,713 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $9,392,547 | 44,544 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,666,234 | 42,847 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,280,201 | 41,339 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $6,934,126 | 40,765 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $5,867,364 | 40,459 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,537,773 | 38,076 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,958,295 | 38,050 | Shares | Sole | 2023-04-17 | |
| 2022-06-30 | $3,311,522 | 29,407 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,532,596 | 25,914 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,103,481 | 25,914 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,117,949 | 25,157 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,804,819 | 24,462 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,644,690 | 23,942 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,972,167 | 23,390 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,236,833 | 23,235 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,146,543 | 22,821 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,018,292 | 22,418 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||