Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,658,209
+$803,695 QoQ
Shares Held
23,396
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#1,693
of 5,056 holders
Holding Since
Jun 2020
25 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, 2026Advisor OS, LLC holds $12,857,925 across 6 Banks - Diversified names. JPM ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
23,396 | $7,658,209 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,219 | $2,861,475 | |
| 3 | C |
Citigroup Inc
|
6,255 | $875,447 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,967 | $741,029 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,106 | $449,156 | |
| 6 | TD |
Toronto Dominion Bank
|
2,245 | $272,609 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,658,209 | 23,396 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,854,514 | 23,302 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,737,466 | 24,013 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,465,366 | 20,497 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,871,255 | 20,252 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,956,283 | 20,205 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,614,174 | 19,249 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,890,152 | 18,449 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,474,015 | 17,176 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,698,936 | 18,467 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,705,098 | 15,903 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,182,984 | 15,053 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,831,713 | 19,470 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,902,783 | 14,602 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,850,978 | 13,803 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $841,328 | 8,051 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,152,447 | 10,234 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $899,027 | 6,595 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,134,732 | 7,166 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,078,059 | 6,586 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,043,515 | 6,709 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $628,859 | 4,131 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,085,813 | 8,545 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $291,986 | 3,033 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $314,066 | 3,339 | Shares | Sole | 2020-08-28 | |
| No filing history on record for this holder in this stock. | ||||||