Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$659,242
-$2,257,353 QoQ
Shares Held
2,014
-79.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#4,051
of 5,058 holders
Holding Since
Dec 2020
22 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, 2026Addison Advisors LLC holds $1,284,773 across 13 Banks - Diversified names. JPM ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,014 | $659,242 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,009 | $171,452 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,019 | $84,210 | |
| 4 | C |
Citigroup Inc
|
563 | $78,797 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
763 | $72,553 | |
| 6 | SAN |
Banco Santander, S.A.
|
5,050 | $69,690 | |
| 7 | TD |
Toronto Dominion Bank
|
400 | $48,572 | |
| 8 | BNS |
Bank Of Nova Scotia
|
445 | $38,643 |
All Filings in JPM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,242 | 2,014 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $2,916,595 | 9,915 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $3,131,333 | 9,718 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $3,229,686 | 10,239 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,988,391 | 10,308 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $2,113,259 | 8,615 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $2,098,660 | 8,755 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $1,883,611 | 8,933 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $1,853,509 | 9,164 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $1,762,639 | 8,800 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $1,480,039 | 8,701 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $1,195,399 | 8,243 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $1,192,025 | 8,196 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $1,046,258 | 8,029 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $970,883 | 7,240 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $948,860 | 9,080 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $992,769 | 8,816 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,239,966 | 9,096 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,109,400 | 7,006 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $747,081 | 4,564 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $709,729 | 4,563 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $579,820 | 4,563 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||