Focus Partners Advisor Solutions, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1868872
SAINT LOUIS, MO
Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,578,207
+$4,172,485 QoQ
Shares Held
84,252
+5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#832
of 5,056 holders
Holding Since
Dec 2021
19 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, 2026Focus Partners Advisor Solutions, LLC holds $54,467,269 across 18 Banks - Diversified names. JPM ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
84,252 | $27,578,207 | |
| 2 | BAC |
Bank Of America Corp /De/
|
139,558 | $7,952,014 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
69,083 | $5,709,019 | |
| 4 | C |
Citigroup Inc
|
28,104 | $3,933,435 | |
| 5 | RY |
Royal Bank Of Canada
|
12,609 | $2,609,684 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,799 | $1,127,813 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
36,837 | $923,135 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,294 | $790,657 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,578,207 | 84,252 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $23,405,722 | 79,568 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $22,319,212 | 69,267 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $23,761,972 | 75,332 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $19,111,736 | 65,923 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $18,291,775 | 74,569 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $15,870,959 | 66,209 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $10,418,592 | 49,410 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $9,187,458 | 45,424 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $10,573,636 | 52,789 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,660,534 | 15,641 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,857,619 | 19,705 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,098,117 | 14,426 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $2,005,340 | 15,389 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,409,106 | 17,965 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $2,608,111 | 24,958 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,073,262 | 18,411 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,688,323 | 12,385 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $1,736,782 | 10,968 | Shares | Other | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||