Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$34,029,226
+$4,104,624 QoQ
Shares Held
103,960
+2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#738
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $54,245,930 across 9 Banks - Diversified names. JPM ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
103,960 | $34,029,226 | |
| 2 | BAC |
Bank Of America Corp /De/
|
149,602 | $8,524,321 | |
| 3 | C |
Citigroup Inc
|
41,896 | $5,863,764 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,633 | $2,366,231 | |
| 5 | RY |
Royal Bank Of Canada
|
6,761 | $1,399,324 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
5,469 | $966,372 | |
| 7 | TD |
Toronto Dominion Bank
|
4,797 | $582,499 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,452 | $354,583 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,029,226 | 103,960 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $29,924,602 | 101,729 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $31,634,592 | 98,177 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $32,512,631 | 103,074 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,330,774 | 101,172 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,918,749 | 121,968 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $35,522,385 | 148,189 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $31,009,282 | 147,061 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,679,685 | 136,852 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $26,067,442 | 130,142 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $22,430,576 | 131,867 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,548,783 | 127,905 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $17,348,083 | 119,280 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,742,621 | 113,135 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $13,235,535 | 98,699 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $12,738,027 | 121,895 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $13,434,598 | 119,302 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $9,462,107 | 69,411 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $12,721,997 | 80,341 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $10,140,268 | 61,948 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $9,262,251 | 59,549 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $8,727,498 | 57,331 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $6,417,543 | 50,504 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,389,238 | 45,593 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $4,279,824 | 45,501 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,143,397 | 34,915 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||