CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1766904
RICHMOND, VA
Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,736,789
+$695,185 QoQ
Shares Held
11,416
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#2,353
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Sep 30, 2020CallValue
$192
CallShares
2
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $7,507,457 across 12 Banks - Diversified names. JPM ranks #1 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
11,416 | $3,736,789 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,799 | $1,299,082 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,811 | $645,493 | |
| 4 | C |
Citigroup Inc
|
3,701 | $517,986 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,664 | $231,995 | |
| 6 | RY |
Royal Bank Of Canada
|
1,097 | $227,045 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,469 | $212,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,958 | $186,185 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,736,789 | 11,416 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $3,041,604 | 10,340 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $3,279,548 | 10,178 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $3,034,114 | 9,619 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,639,335 | 9,104 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,104,180 | 8,578 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,819,634 | 7,591 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $21,858,164 | 103,662 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $21,057,887 | 104,113 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $20,444,614 | 102,070 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $17,390,680 | 102,238 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $14,923,861 | 102,909 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,830,435 | 67,591 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $7,634,993 | 58,591 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,973,049 | 59,456 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,349,524 | 60,761 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,099,520 | 54,165 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,641,516 | 26,713 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,833,020 | 24,206 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,291,805 | 20,110 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,981,235 | 19,167 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,441,009 | 9,466 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,260,234 | 25,657 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $192 | 2 | Call | Sole | 2020-11-12 | |
| 2020-09-30 | $4,071,932 | 42,297 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $394,863 | 4,198 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $398,112 | 4,422 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||