Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,685,749
+$716,492 QoQ
Shares Held
5,150
+56.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#3,120
of 5,048 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Tranquilli Financial Advisor LLC holds $4,828,262 across 7 Banks - Diversified names. JPM ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,150 | $1,685,749 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
13,135 | $1,085,476 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
6,981 | $1,009,522 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,892 | $275,000 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
11,256 | $265,416 | |
| 6 | BCS |
Barclays PLC
|
9,639 | $258,903 | |
| 7 | UBS |
UBS Group AG
|
5,008 | $248,196 |
All Filings in JPM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,685,749 | 5,150 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $969,257 | 3,295 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,191,569 | 3,698 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,170,876 | 3,712 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,046,285 | 3,609 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $937,046 | 3,820 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,300,426 | 5,425 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,164,579 | 5,523 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,108,789 | 5,482 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,083,022 | 5,407 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $897,957 | 5,279 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $804,861 | 5,550 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $736,071 | 5,061 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $654,677 | 5,024 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $639,657 | 4,770 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $433,570 | 4,149 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $395,373 | 3,511 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $390,420 | 2,864 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $445,280 | 2,812 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $461,114 | 2,817 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $434,578 | 2,794 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $426,244 | 2,800 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||