Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$8,253,298
+$1,712,651 QoQ
Shares Held
25,214
+13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#1,629
of 5,058 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $12,986,323 across 8 Banks - Diversified names. JPM ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
25,214 | $8,253,298 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,209 | $1,151,508 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
6,015 | $869,829 | |
| 4 | RY |
Royal Bank Of Canada
|
3,321 | $687,347 | |
| 5 | UBS |
UBS Group AG
|
13,693 | $678,625 | |
| 6 | C |
Citigroup Inc
|
3,504 | $490,419 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
5,871 | $485,179 | |
| 8 | TD |
Toronto Dominion Bank
|
3,048 | $370,118 |
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,253,298 | 25,214 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $6,540,647 | 22,235 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,728,768 | 23,986 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,691,532 | 21,214 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,009,544 | 20,729 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,733,063 | 19,295 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,895,047 | 16,249 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,838,386 | 13,461 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,243,467 | 11,092 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,225,435 | 6,118 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $746,058 | 4,386 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $662,451 | 4,568 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $621,028 | 4,270 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $556,423 | 4,270 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $590,040 | 4,400 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $461,785 | 4,419 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $500,101 | 4,441 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $611,395 | 4,485 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $804,893 | 5,083 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $808,464 | 4,939 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $773,811 | 4,975 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $748,210 | 4,915 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $611,079 | 4,809 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||