Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$12,246,397
+$1,135,974 QoQ
Shares Held
37,413
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#1,303
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, 2026Apella Capital, LLC holds $23,060,614 across 9 Banks - Diversified names. JPM ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
37,413 | $12,246,397 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
44,795 | $3,701,858 | |
| 3 | BAC |
Bank Of America Corp /De/
|
47,979 | $2,733,843 | |
| 4 | C |
Citigroup Inc
|
13,411 | $1,877,003 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,057 | $1,020,512 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
18,808 | $471,328 | |
| 7 | RY |
Royal Bank Of Canada
|
2,155 | $446,020 | |
| 8 | TD |
Toronto Dominion Bank
|
2,964 | $359,918 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,246,397 | 37,413 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $11,110,423 | 37,770 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,146,839 | 22,180 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,282,963 | 23,089 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,460,354 | 22,284 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,114,328 | 12,696 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,302,893 | 9,607 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,024,466 | 9,601 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,812,047 | 8,959 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,619,625 | 8,086 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,366,753 | 8,035 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,175,387 | 8,105 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,199,443 | 8,247 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $1,062,742 | 7,925 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $777,689 | 7,442 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $825,656 | 7,332 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,022,127 | 7,498 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,022,465 | 6,457 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $866,738 | 5,295 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $825,139 | 5,305 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $754,147 | 4,954 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $613,621 | 4,829 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $519,472 | 5,396 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $455,344 | 4,841 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $435,835 | 4,841 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||