Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,476,851
-$2,262,041 QoQ
Shares Held
32,007
-26.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#1,404
of 5,058 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $21,373,783 across 13 Banks - Diversified names. JPM ranks #1 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
32,007 | $10,476,851 | |
| 2 | RY |
Royal Bank Of Canada
|
14,700 | $3,042,459 | |
| 3 | TD |
Toronto Dominion Bank
|
15,901 | $1,930,858 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
15,748 | $1,497,477 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
11,853 | $1,363,095 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,037 | $1,017,620 | |
| 7 | BAC |
Bank Of America Corp /De/
|
8,324 | $474,301 | |
| 8 | ING |
Ing Groep NV
|
12,809 | $401,946 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,476,851 | 32,007 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,738,892 | 43,306 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $14,009,158 | 43,477 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $13,786,814 | 43,708 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,670,806 | 43,706 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $10,898,924 | 44,431 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,114,692 | 21,337 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,445,350 | 21,082 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $4,201,142 | 20,771 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,242,354 | 21,180 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,642,691 | 21,415 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,075,294 | 21,206 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,175,100 | 21,831 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,843,885 | 21,824 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,930,755 | 21,855 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,285,728 | 21,873 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,453,997 | 21,792 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,116,820 | 22,864 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $3,653,767 | 23,074 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,797,116 | 23,197 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,601,995 | 23,158 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $3,583,646 | 23,541 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,080,049 | 24,239 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||