Caerus Investment Advisors, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1862682
WEST LAKE HILLS, TX
Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$937,800
+$329,772 QoQ
Shares Held
2,865
+38.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#3,717
of 5,057 holders
Holding Since
Dec 2021
11 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, 2026Caerus Investment Advisors, LLC holds $2,476,927 across 4 Banks - Diversified names. JPM ranks #1 (37.9% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,800 | 2,865 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $608,028 | 2,067 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $737,561 | 2,289 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $823,903 | 2,612 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $328,468 | 1,133 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $277,924 | 1,133 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $271,591 | 1,133 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $238,904 | 1,133 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $229,160 | 1,133 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $226,939 | 1,133 | Shares | Sole | 2024-04-18 | |
| 2021-12-31 | $268,561 | 1,696 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||