Bluesphere Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1844108 EAST NORRITON, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,207,847

+$120,632 QoQ

Shares Held

3,690

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#3,456

of 5,058 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bluesphere Advisors LLC holds $2,005,279 across 3 Banks - Diversified names. JPM ranks #1 (60.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,690	$1,207,847
2	C	Citigroup Inc	4,240	$593,430
3	TD	Toronto Dominion Bank	1,680	$204,002

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,207,847	3,690	-0.2%	Shares	Sole	2026-07-30
2026-03-31	$1,087,215	3,696	-12.1%	Shares	Sole	2026-04-22
2025-12-31	$1,354,612	4,204	+0.3%	Shares	Sole	2026-01-21
2025-09-30	$1,321,967	4,191	+0.9%	Shares	Sole	2025-11-03
2025-06-30	$1,203,996	4,153	-1.6%	Shares	Sole	2025-07-17
2025-03-31	$1,034,920	4,219	-30.6%	Shares	Sole	2025-04-23
2024-12-31	$1,456,477	6,076	+3.6%	Shares	Sole	2025-01-24
2024-09-30	$1,236,483	5,864	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$1,185,243	5,860	+14.4%	Shares	Sole	2024-07-22
2024-03-31	$1,026,337	5,124	0.0%	Shares	Sole	2024-04-23
2023-12-31	$871,592	5,124	-27.1%	Shares	Sole	2024-02-05
2023-09-30	$1,019,345	7,029	+0.0%	Shares	Sole	2023-10-16
2023-06-30	$1,022,006	7,027	+0.2%	Shares	Sole	2023-07-17
2023-03-31	$913,994	7,014	+284.3%	Shares	Sole	2023-04-21
2022-12-31	$244,732	1,825	-6.4%	Shares	Sole	2023-01-25
2022-06-30	$219,589	1,950	-14.2%	Shares	Sole	2022-08-12
2022-03-31	$309,991	2,274	-80.4%	Shares	Sole	2022-05-13
2021-12-31	$1,835,593	11,592	-1.9%	Shares	Sole	2022-02-14
2021-09-30	$1,934,815	11,820	-1.8%	Shares	Sole	2021-11-03
2021-06-30	$1,872,701	12,040	-10.0%	Shares	Sole	2021-08-11
2021-03-31	$2,035,467	13,371	+0.2%	Shares	Sole	2021-05-10
2020-12-31	$1,695,876	13,346	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.