Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,299,793
+$907,547 QoQ
Shares Held
19,246
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,876
of 5,058 holders
Holding Since
Dec 2020
23 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, 2026Mayflower Financial Advisors, LLC holds $12,136,721 across 8 Banks - Diversified names. JPM ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
19,246 | $6,299,793 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,107 | $2,855,096 | |
| 3 | C |
Citigroup Inc
|
9,225 | $1,291,131 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,602 | $710,869 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,141 | $298,677 | |
| 6 | TD |
Toronto Dominion Bank
|
1,933 | $234,724 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,437 | $227,481 | |
| 8 | SAN |
Banco Santander, S.A.
|
15,866 | $218,950 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,299,793 | 19,246 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,392,246 | 18,331 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,718,116 | 17,746 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $5,738,933 | 18,194 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,194,027 | 17,916 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,569,203 | 18,627 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,601,952 | 19,198 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,086,255 | 19,379 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,866,806 | 19,118 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,026,430 | 20,102 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,458,473 | 20,332 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $3,075,294 | 21,206 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,151,830 | 21,671 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,935,102 | 22,524 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,924,586 | 21,809 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,159,701 | 20,667 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,488,793 | 22,101 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,070,062 | 22,521 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,009,580 | 25,321 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,137,919 | 25,279 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,072,814 | 26,185 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,089,050 | 26,861 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,433,558 | 27,021 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||