Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$68,348,467
+$8,366,008 QoQ
Shares Held
208,806
+2.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#507
of 5,072 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$20,030
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $129,753,165 across 14 Banks - Diversified names. JPM ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
208,806 | $68,348,467 | |
| 2 | BAC |
Bank Of America Corp /De/
|
285,711 | $16,279,812 | |
| 3 | C |
Citigroup Inc
|
111,130 | $15,553,754 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
84,181 | $12,173,414 | |
| 5 | RY |
Royal Bank Of Canada
|
35,130 | $7,270,855 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
63,029 | $5,208,715 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
24,745 | $2,353,001 | |
| 8 | BNS |
Bank Of Nova Scotia
|
5,957 | $517,305 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,348,467 | 208,806 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $59,982,459 | 203,911 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $62,039,915 | 192,539 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $47,135,335 | 149,432 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $37,104,421 | 127,986 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $28,471,479 | 116,068 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $20,521,333 | 85,609 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $17,012,395 | 80,681 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $12,941,403 | 63,984 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $20,030 | 100 | Put | Sole | 2024-04-30 | |
| 2024-03-31 | $10,551,002 | 52,676 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,894,869 | 52,292 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,227,216 | 49,836 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,442,701 | 44,298 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,641,119 | 43,290 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,734,920 | 42,766 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $4,054,391 | 38,798 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,273,122 | 29,066 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $3,676,823 | 26,972 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,986,936 | 25,178 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,786,804 | 23,134 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,506,304 | 28,972 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,490,481 | 22,929 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,237,321 | 17,607 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,042,892 | 10,833 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $731,880 | 7,781 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $569,799 | 6,329 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||