MONECO ADVISORS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1765690 FAIRFIELD, CT

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,984,888

+$2,050,210 QoQ

Shares Held

24,394

+20.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#1,658

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

MONECO ADVISORS, LLC holds $19,907,817 across 6 Banks - Diversified names. JPM ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	24,394	$7,984,888
2	C	Citigroup Inc	31,154	$4,360,313
3	BAC	Bank Of America Corp /De/	74,319	$4,234,696
4	WFC	Wells Fargo & Company/Mn	30,651	$2,532,998
5	BNY	Bank of New York Mellon Corp	3,536	$511,340
6	UBS	UBS Group AG	5,722	$283,582

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,984,888	24,394	+20.9%	Shares	Sole	2026-08-11
2026-03-31	$5,934,678	20,175	+3.1%	Shares	Sole	2026-05-08
2025-12-31	$6,306,489	19,572	-2.2%	Shares	Sole	2026-02-04
2025-09-30	$6,309,546	20,003	+2.1%	Shares	Sole	2025-11-05
2025-06-30	$5,680,496	19,594	+9.5%	Shares	Sole	2025-08-13
2025-03-31	$4,389,152	17,893	-0.7%	Shares	Sole	2025-08-15
2024-12-31	$4,318,615	18,016	+20.8%	Shares	Sole	2025-08-15
2024-09-30	$3,145,609	14,918	-22.2%	Shares	Sole	2024-10-25
2024-06-30	$3,880,358	19,185	-2.0%	Shares	Sole	2024-07-19
2024-03-31	$3,921,072	19,576	+50.1%	Shares	Sole	2024-07-19
2023-12-31	$2,218,274	13,041	-7.1%	Shares	Sole	2024-03-13
2023-09-30	$2,036,660	14,044	+3.5%	Shares	Sole	2024-03-13
2023-06-30	$1,973,039	13,566	+1.9%	Shares	Sole	2024-03-13
2023-03-31	$1,734,426	13,310	+17.9%	Shares	Sole	2023-05-12
2022-12-31	$1,514,391	11,293	+4.4%	Shares	Sole	2023-01-30
2022-09-30	$1,130,167	10,815	+4.9%	Shares	Sole	2022-11-02
2022-06-30	$1,160,896	10,309	+17.7%	Shares	Sole	2022-08-10
2022-03-31	$1,193,617	8,756	+2.3%	Shares	Sole	2022-05-09
2021-12-31	$1,355,476	8,560	+1.6%	Shares	Sole	2022-02-08
2021-09-30	$1,379,088	8,425	+10.5%	Shares	Sole	2021-11-03
2021-06-30	$1,185,525	7,622	+3.4%	Shares	Sole	2021-08-10
2021-03-31	$1,121,782	7,369	+84.0%	Shares	Sole	2021-05-17
2020-12-31	$508,915	4,005	-15.2%	Shares	Sole	2021-01-22
2020-09-30	$454,586	4,722	+1.9%	Shares	Sole	2020-10-20
2020-06-30	$435,779	4,633	+10.7%	Shares	Sole	2020-07-31
2020-03-31	$376,685	4,184	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.