Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,617,664
+$308,358 QoQ
Shares Held
4,942
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#3,160
of 5,056 holders
Holding Since
Mar 2020
26 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, 2026PSI Advisors, LLC holds $2,131,737 across 2 Banks - Diversified names. JPM ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,942 | $1,617,664 | |
| 2 | C |
Citigroup Inc
|
3,673 | $514,073 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,617,664 | 4,942 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,309,306 | 4,451 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,279,535 | 3,971 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,199,895 | 3,804 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,183,992 | 4,084 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,052,582 | 4,291 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,093,076 | 4,560 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $961,098 | 4,558 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $921,496 | 4,556 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $922,580 | 4,606 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,033,527 | 6,076 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $896,657 | 6,183 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,261,254 | 8,672 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,096,167 | 8,412 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,148,029 | 8,561 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $877,381 | 8,396 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $989,165 | 8,784 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,222,653 | 8,969 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,412,164 | 8,918 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,454,875 | 8,888 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,179,148 | 7,581 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $840,766 | 5,523 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $677,537 | 5,332 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $704,215 | 7,315 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $606,216 | 6,445 | Shares | Sole | 2020-11-24 | |
| 2020-03-31 | $348,416 | 3,870 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||