Gladstone Institutional Advisory LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1766530
Bedminster, NJ
Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$23,858,429
+$2,533,006 QoQ
Shares Held
72,888
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#904
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, 2026Gladstone Institutional Advisory LLC holds $40,393,471 across 6 Banks - Diversified names. JPM ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
72,888 | $23,858,429 | |
| 2 | BAC |
Bank Of America Corp /De/
|
97,869 | $5,576,575 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
52,086 | $4,304,387 | |
| 4 | C |
Citigroup Inc
|
23,057 | $3,227,057 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
22,286 | $3,222,778 | |
| 6 | TD |
Toronto Dominion Bank
|
1,682 | $204,245 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,858,429 | 72,888 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $21,325,423 | 72,496 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $25,660,956 | 79,638 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,951,774 | 79,104 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $24,123,121 | 83,209 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,598,243 | 79,895 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,711,593 | 82,231 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $17,105,174 | 81,121 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $25,081,251 | 124,005 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $23,239,406 | 116,023 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $22,211,828 | 130,581 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,305,236 | 119,330 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,601,603 | 79,769 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,185,682 | 70,491 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,816,018 | 58,285 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,404,387 | 61,286 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $6,608,855 | 58,688 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $7,594,659 | 55,712 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $7,254,171 | 45,811 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $5,972,065 | 36,484 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $3,987,423 | 25,636 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $2,699,190 | 17,731 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $552,754 | 4,350 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $456,223 | 4,739 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $412,735 | 4,388 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $659,829 | 7,329 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||