Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,038,256
+$277,133 QoQ
Shares Held
18,447
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,922
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Continuum Advisory, LLC holds $10,825,483 across 17 Banks - Diversified names. JPM ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
18,447 | $6,038,256 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
18,140 | $1,499,089 | |
| 3 | C |
Citigroup Inc
|
10,624 | $1,486,935 | |
| 4 | BAC |
Bank Of America Corp /De/
|
15,135 | $862,392 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,764 | $399,702 | |
| 6 | BCS |
Barclays PLC
|
5,399 | $145,017 | |
| 7 | ING |
Ing Groep NV
|
2,973 | $93,292 | |
| 8 | UBS |
UBS Group AG
|
1,849 | $91,636 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,038,256 | 18,447 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,761,123 | 19,585 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,365,456 | 19,755 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,878,038 | 18,635 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,247,660 | 18,101 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,225,292 | 17,225 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,265,639 | 17,795 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,696,586 | 17,531 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,486,557 | 17,238 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,420,523 | 17,077 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,025,586 | 23,666 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,484,627 | 51,611 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,458,890 | 51,285 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $6,644,115 | 50,987 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $6,896,226 | 51,426 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $5,228,135 | 50,030 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $5,628,923 | 49,986 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $5,943,824 | 43,602 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $6,095,683 | 38,495 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $6,230,532 | 38,063 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $1,749,513 | 11,248 | Shares | Sole | 2023-12-13 | |
| 2021-03-31 | $930,581 | 6,113 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $834,341 | 6,566 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $602,265 | 6,256 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $500,493 | 5,321 | Shares | Sole | 2021-05-18 | |
| 2020-03-31 | $505,158 | 5,611 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||