Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$18,861,736
+$1,486,882 QoQ
Shares Held
57,623
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,037
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, 2026Procyon Advisors, LLC holds $21,452,801 across 6 Banks - Diversified names. JPM ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
57,623 | $18,861,736 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,282 | $1,155,668 | |
| 3 | C |
Citigroup Inc
|
3,875 | $542,345 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,866 | $484,766 | |
| 5 | TD |
Toronto Dominion Bank
|
1,913 | $232,295 | |
| 6 | SAN |
Banco Santander, S.A.
|
12,753 | $175,991 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,861,736 | 57,623 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $17,374,854 | 59,066 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,362,844 | 60,092 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $15,999,240 | 50,722 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $16,452,972 | 56,752 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $22,198,914 | 90,497 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $21,557,839 | 89,933 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $18,787,626 | 89,100 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $18,485,148 | 91,393 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $18,527,950 | 92,501 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $15,763,337 | 92,671 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $11,979,377 | 82,605 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $10,046,268 | 69,075 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $7,094,988 | 54,447 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $6,609,118 | 49,285 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,053,764 | 38,792 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,191,344 | 37,220 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,847,130 | 35,557 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,633,162 | 29,259 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,395,894 | 26,855 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,813,374 | 24,517 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,496,114 | 22,966 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,912,698 | 22,922 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,136,616 | 22,194 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,046,933 | 21,762 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,485,765 | 16,503 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||