Position in JPM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$150,244
+$18,461 QoQ
Shares Held
459
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#4,954
of 5,058 holders
Holding Since
Mar 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, 2026Cedar Mountain Advisors, LLC holds $851,321 across 6 Banks - Diversified names. JPM ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
3,199 | $462,607 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
459 | $150,244 | |
| 3 | C |
Citigroup Inc
|
698 | $97,692 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,483 | $84,501 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
655 | $54,129 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
108 | $2,148 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,244 | 459 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $131,783 | 448 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $103,754 | 322 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $101,253 | 321 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $63,200 | 218 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $53,475 | 218 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $52,017 | 217 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $52,925 | 251 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $54,205 | 268 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $62,693 | 313 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $59,024 | 347 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $50,176 | 346 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $59,484 | 409 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $50,951 | 391 | Shares | Sole | 2023-04-11 | |
| 2022-09-30 | $40,755 | 390 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $43,805 | 389 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $53,028 | 389 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $61,439 | 388 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $63,511 | 388 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $50,550 | 325 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $49,322 | 324 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $43,712 | 344 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $33,116 | 344 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $31,510 | 335 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $25,208 | 280 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||