Position in JPM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$211,263,652
-$14,950,576 QoQ
Shares Held
718,193
+2.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 2.352710204638586.ToString("F0")%
Shared 0.ToString("F0")%
None 97.64728979536142.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Sanctuary Advisors, LLC holds $292,242,237 across 13 Banks - Diversified names. JPM ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
718,193 | $211,263,652 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
405,244 | $32,261,474 | |
| 3 | C |
Citigroup Inc
|
253,944 | $28,799,789 | |
| 4 | SAN |
Banco Santander, S.A.
|
325,569 | $3,672,418 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
196,298 | $3,331,177 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
116,234 | $2,517,628 | |
| 7 | RY |
Royal Bank Of Canada
|
14,730 | $2,383,019 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
25,105 | $2,070,911 |
All Filings in JPM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,263,652 | 718,193 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $226,214,228 | 702,049 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $218,368,719 | 692,289 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $203,424,628 | 701,682 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $162,060,388 | 660,662 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $168,104,547 | 701,283 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $151,045,132 | 716,329 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $134,457,998 | 664,778 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||