Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,846,768
+$636,018 QoQ
Shares Held
17,862
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.40%
of 13F equity value
Holder Rank
#1,951
of 5,058 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$248,864
PutShares
1,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Advisor Resource Council holds $6,980,723 across 2 Banks - Diversified names. JPM ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
17,862 | $5,846,768 | |
| 2 | C |
Citigroup Inc
|
8,102 | $1,133,955 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,846,768 | 17,862 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,210,750 | 17,714 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,991,036 | 18,593 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $1,240,814 | 4,280 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,610,765 | 35,103 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $4,428,060 | 21,000 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $4,320,671 | 21,571 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,758,037 | 27,972 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $908,115 | 6,262 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $802,828 | 5,520 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,778,208 | 28,994 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $682,434 | 5,089 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $483,312 | 4,625 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,401,633 | 21,327 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,633,931 | 11,986 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,498,881 | 28,411 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,044,324 | 12,489 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,245,342 | 20,865 | Shares | Sole | 2021-08-19 | |
| 2021-06-30 | $248,864 | 1,600 | Put | Sole | 2021-08-19 | |
| No filing history on record for this holder in this stock. | ||||||