Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,062,499
+$331,518 QoQ
Shares Held
9,356
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#2,555
of 5,058 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $6,057,836 across 11 Banks - Diversified names. JPM ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
9,356 | $3,062,499 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
29,767 | $2,459,944 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,717 | $211,794 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
858 | $151,608 | |
| 5 | C |
Citigroup Inc
|
875 | $122,465 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
220 | $31,814 | |
| 7 | BCS |
Barclays PLC
|
182 | $4,888 | |
| 8 | UBS |
UBS Group AG
|
87 | $4,311 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,062,499 | 9,356 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,730,981 | 9,284 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,001,479 | 9,315 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,893,123 | 9,172 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,683,117 | 9,255 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,094,616 | 8,539 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,015,961 | 8,410 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,857,887 | 8,811 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,822,362 | 9,010 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,854,577 | 9,259 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,659,835 | 9,758 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,437,438 | 9,912 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,439,856 | 9,900 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,292,153 | 9,916 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,327,590 | 9,900 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $508,810 | 4,869 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,166,526 | 10,359 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,368,652 | 10,040 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,631,796 | 10,305 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,685,679 | 10,298 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,594,440 | 10,251 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,524,431 | 10,014 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,181,878 | 9,301 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $902,531 | 9,375 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $886,985 | 9,430 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||