Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$885,754
-$420,610 QoQ
Shares Held
2,706
-39.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#3,774
of 5,058 holders
Holding Since
Sep 2024
8 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, 2026Elevated Capital Advisors, LLC holds $2,297,491 across 11 Banks - Diversified names. JPM ranks #1 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,706 | $885,754 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
7,592 | $627,402 | |
| 3 | BAC |
Bank Of America Corp /De/
|
7,601 | $433,104 | |
| 4 | C |
Citigroup Inc
|
2,363 | $330,725 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
279 | $6,991 | |
| 6 | SAN |
Banco Santander, S.A.
|
333 | $4,595 | |
| 7 | ING |
Ing Groep NV
|
102 | $3,200 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
125 | $2,947 |
All Filings in JPM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,754 | 2,706 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,306,364 | 4,441 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,348,339 | 7,288 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,973,645 | 6,257 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,588,996 | 5,481 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,344,489 | 5,481 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,420,761 | 5,927 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $643,755 | 3,053 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||