Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$31,027,610
+$4,378,774 QoQ
Shares Held
94,790
+4.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#780
of 5,058 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pallas Capital Advisors LLC holds $55,991,048 across 11 Banks - Diversified names. JPM ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
94,790 | $31,027,610 | |
| 2 | BAC |
Bank Of America Corp /De/
|
230,607 | $13,139,986 | |
| 3 | C |
Citigroup Inc
|
32,155 | $4,500,413 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
53,450 | $4,417,108 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,743 | $1,408,935 | |
| 6 | BCS |
Barclays PLC
|
10,651 | $286,085 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
4,590 | $273,105 | |
| 8 | TD |
Toronto Dominion Bank
|
2,113 | $256,581 |
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,027,610 | 94,790 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $26,648,836 | 90,593 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $30,789,409 | 95,554 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $31,273,622 | 99,146 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $28,013,713 | 96,629 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $23,621,408 | 96,296 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $24,762,762 | 103,303 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $22,439,932 | 106,421 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $20,725,379 | 102,469 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $19,934,256 | 99,522 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $16,248,122 | 95,521 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $13,405,358 | 92,438 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $12,626,809 | 86,818 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $11,570,615 | 88,793 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $11,237,848 | 83,802 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $8,844,775 | 84,639 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,006,885 | 79,983 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,912,781 | 72,717 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $10,637,319 | 67,176 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $10,109,167 | 61,758 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,414,747 | 47,671 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,258,936 | 41,115 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||