Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,745,255
+$1,168,144 QoQ
Shares Held
35,882
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#1,330
of 5,058 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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Resonant Capital Advisors, LLC holds $19,296,921 across 11 Banks - Diversified names. JPM ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
35,882 | $11,745,255 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,347 | $1,786,152 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,682 | $1,213,320 | |
| 4 | C |
Citigroup Inc
|
8,227 | $1,151,450 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,382 | $778,291 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
33,415 | $664,624 | |
| 7 | ING |
Ing Groep NV
|
19,778 | $620,633 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
5,699 | $541,917 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,745,255 | 35,882 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,577,111 | 35,957 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,288,333 | 35,033 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,097,142 | 35,181 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,234,982 | 35,304 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,993,345 | 32,586 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $7,848,584 | 32,742 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,872,770 | 32,594 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,542,706 | 32,348 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,869,591 | 29,304 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,727,079 | 27,790 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,286,501 | 29,558 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,370,472 | 30,050 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,964,681 | 30,425 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,143,421 | 30,898 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,838,533 | 27,163 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,139,566 | 27,880 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $3,655,557 | 26,816 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $4,025,098 | 25,419 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,883,054 | 23,722 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $3,142,063 | 20,201 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $3,082,200 | 20,247 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,435,931 | 19,170 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,762,222 | 18,305 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,677,654 | 17,836 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,076,271 | 23,062 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||