MAGNOLIA CAPITAL ADVISORS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1803662 RIDGELAND, MS

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,854,624

+$604,457 QoQ

Shares Held

17,886

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.20%

of 13F equity value

Holder Rank

#1,950

of 5,058 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MAGNOLIA CAPITAL ADVISORS LLC holds $8,212,223 across 4 Banks - Diversified names. JPM ranks #1 (71.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	17,886	$5,854,624
2	WFC	Wells Fargo & Company/Mn	13,888	$1,147,704
3	BAC	Bank Of America Corp /De/	14,275	$813,389
4	C	Citigroup Inc	2,833	$396,506

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,854,624	17,886	+0.2%	Shares	Sole	2026-08-14
2026-03-31	$5,250,167	17,848	+6.3%	Shares	Sole	2026-05-15
2025-12-31	$5,412,651	16,798	+1.0%	Shares	Sole	2026-02-13
2025-09-30	$5,244,023	16,625	-3.5%	Shares	Sole	2025-11-13
2025-06-30	$4,992,540	17,221	-3.3%	Shares	Sole	2025-08-05
2025-03-31	$4,367,566	17,805	-5.7%	Shares	Sole	2025-05-13
2024-12-31	$4,526,204	18,882	+56.4%	Shares	Sole	2025-05-13
2024-09-30	$2,545,080	12,070	-7.6%	Shares	Sole	2024-10-30
2024-06-30	$2,641,920	13,062	-41.4%	Shares	Sole	2024-10-30
2024-03-31	$4,465,287	22,293	+16.6%	Shares	Sole	2024-05-02
2023-12-31	$3,252,992	19,124	+5.2%	Shares	Sole	2024-02-02
2023-09-30	$2,636,318	18,179	+1.5%	Shares	Sole	2023-11-03
2023-06-30	$2,604,975	17,911	-0.6%	Shares	Sole	2023-08-08
2023-03-31	$2,348,968	18,026	+4.2%	Shares	Sole	2023-05-15
2022-12-31	$2,320,198	17,302	-3.6%	Shares	Sole	2023-02-14
2022-09-30	$1,875,043	17,943	+7.8%	Shares	Sole	2022-11-14
2022-06-30	$1,874,618	16,647	-1.2%	Shares	Sole	2022-08-15
2022-03-31	$2,296,037	16,843	+1.1%	Shares	Sole	2022-05-16
2021-12-31	$2,637,477	16,656	-6.9%	Shares	Sole	2022-01-26
2021-09-30	$2,928,577	17,891	+15.2%	Shares	Sole	2021-11-10
2021-06-30	$2,415,536	15,530	+129.2%	Shares	Sole	2021-07-29
2020-12-31	$861,026	6,776	+6.6%	Shares	Sole	2021-01-29
2020-09-30	$611,699	6,354	+4.9%	Shares	Sole	2020-11-02
2020-06-30	$569,627	6,056	-3.1%	Shares	Sole	2020-07-30
2020-03-31	$562,777	6,251	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.