New World Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1767724 HINGHAM, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,990,166

+$429,648 QoQ

Shares Held

6,080

+14.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#2,984

of 5,058 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New World Advisors LLC holds $3,237,883 across 4 Banks - Diversified names. JPM ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,080	$1,990,166
2	BAC	Bank Of America Corp /De/	9,789	$557,777
3	C	Citigroup Inc	2,527	$353,678
4	WFC	Wells Fargo & Company/Mn	4,069	$336,262

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,990,166	6,080	+14.6%	Shares	Defined	2026-08-12
2026-03-31	$1,560,518	5,305	-6.1%	Shares	Defined	2026-04-27
2025-12-31	$1,820,543	5,650	+5.4%	Shares	Defined	2026-02-06
2025-09-30	$1,690,704	5,360	+20.7%	Shares	Defined	2025-11-06
2025-06-30	$1,287,490	4,441	+90.4%	Shares	Defined	2025-08-12
2025-03-31	$572,039	2,332	+9.9%	Shares	Sole	2025-04-23
2024-12-31	$508,664	2,122	0.0%	Shares	Sole	2025-02-04
2024-09-30	$447,444	2,122	+0.0%	Shares	Sole	2024-10-24
2024-06-30	$428,993	2,121	-2.5%	Shares	Sole	2024-08-02
2024-03-31	$435,852	2,176	-0.7%	Shares	Sole	2024-04-22
2023-12-31	$372,689	2,191	+0.8%	Shares	Sole	2024-01-29
2023-09-30	$315,273	2,174	+10.2%	Shares	Sole	2023-10-30
2023-06-30	$286,807	1,972	-1.2%	Shares	Sole	2023-07-31
2023-03-31	$259,968	1,995	+5.4%	Shares	Sole	2023-05-01
2022-12-31	$253,851	1,893	+0.2%	Shares	Sole	2023-01-31
2022-06-30	$212,720	1,889	-28.0%	Shares	Sole	2022-08-12
2022-03-31	$357,431	2,622	+39.0%	Shares	Sole	2022-05-11
2021-12-31	$298,806	1,887	+0.1%	Shares	Sole	2022-02-11
2021-09-30	$308,719	1,886	-86.7%	Shares	Sole	2021-11-23
2021-06-30	$2,201,668	14,155	+777.6%	Shares	Sole	2021-08-16
2021-03-31	$245,546	1,613	-31.1%	Shares	Sole	2021-05-17
2020-12-31	$297,343	2,340	+12.0%	Shares	Sole	2021-02-11
2020-09-30	$201,204	2,090	-3.1%	Shares	Sole	2020-11-13
2020-06-30	$202,793	2,156	-33.4%	Shares	Sole	2020-08-14
2020-03-31	$291,247	3,235	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.