Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,093,595
+$195,237 QoQ
Shares Held
9,451
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.79%
of 13F equity value
Holder Rank
#2,547
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Powell Investment Advisors, LLC holds $4,900,980 across 4 Banks - Diversified names. JPM ranks #1 (63.1% of the industry book) .
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,093,595 | 9,451 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,898,358 | 9,853 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,174,833 | 9,853 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,107,931 | 9,853 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,856,483 | 9,853 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,747,026 | 7,122 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,707,214 | 7,122 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,501,744 | 7,122 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,432,405 | 7,082 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,453,577 | 7,257 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,234,415 | 7,257 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,052,410 | 7,257 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,055,458 | 7,257 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $945,659 | 7,257 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $481,955 | 3,594 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $374,319 | 3,582 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $378,031 | 3,357 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $457,626 | 3,357 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $521,763 | 3,295 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $539,358 | 3,295 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $512,504 | 3,295 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $501,597 | 3,295 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $418,695 | 3,295 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $317,209 | 3,295 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $309,927 | 3,295 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $296,648 | 3,295 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||