Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,556,433
+$534,678 QoQ
Shares Held
13,920
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#2,184
of 5,058 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, 2026CVA Family Office, LLC holds $8,823,661 across 17 Banks - Diversified names. JPM ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
13,920 | $4,556,433 | |
| 2 | C |
Citigroup Inc
|
8,102 | $1,133,955 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,418 | $764,557 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,425 | $613,602 | |
| 5 | RY |
Royal Bank Of Canada
|
2,423 | $501,488 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,512 | $443,870 | |
| 7 | TD |
Toronto Dominion Bank
|
3,617 | $439,212 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,130 | $308,019 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,556,433 | 13,920 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,021,755 | 13,672 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,922,706 | 12,174 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,643,216 | 11,550 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,328,746 | 11,482 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,848,423 | 11,612 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,686,429 | 11,207 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,256,834 | 10,703 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,157,507 | 10,667 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,113,765 | 10,553 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,791,493 | 10,532 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,520,679 | 10,486 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,452,218 | 9,985 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,240,160 | 9,517 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,197,378 | 8,929 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $907,582 | 8,685 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $740,185 | 6,573 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,037,940 | 7,614 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,264,899 | 7,988 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $440,326 | 2,690 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,242,142 | 7,986 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $774,546 | 5,088 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $335,083 | 2,637 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $258,966 | 2,690 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $216,808 | 2,305 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $181,860 | 2,020 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||