Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,501,462
+$217,160 QoQ
Shares Held
4,587
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#3,245
of 5,048 holders
Holding Since
Dec 2020
19 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, 2026Walkner Condon Financial Advisors LLC holds $4,055,685 across 9 Banks - Diversified names. JPM ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,587 | $1,501,462 | |
| 2 | BAC |
Bank Of America Corp /De/
|
9,010 | $513,389 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
23,184 | $461,129 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
14,257 | $336,180 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,921 | $324,031 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,887 | $274,524 | |
| 7 | C |
Citigroup Inc
|
1,948 | $272,642 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,126 | $203,637 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,501,462 | 4,587 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,284,302 | 4,366 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,618,833 | 5,024 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,505,862 | 4,774 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,237,915 | 4,270 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $846,285 | 3,450 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $781,694 | 3,261 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $766,897 | 3,637 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $560,462 | 2,771 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,053,876 | 10,254 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,707,804 | 10,040 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,190,324 | 8,208 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,198,280 | 8,239 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,006,253 | 7,722 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $201,284 | 1,501 | Shares | Sole | 2023-01-26 | |
| 2021-09-30 | $400,385 | 2,446 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $333,477 | 2,144 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $315,725 | 2,074 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $257,570 | 2,027 | Shares | Sole | 2021-01-12 | |
| No filing history on record for this holder in this stock. | ||||||