Herold Advisors, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1891713 New York, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$9,561,636

+$1,059,824 QoQ

Shares Held

29,211

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.87%

of 13F equity value

Holder Rank

#1,504

of 5,056 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Herold Advisors, Inc. holds $12,935,463 across 3 Banks - Diversified names. JPM ranks #1 (73.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	29,211	$9,561,636
2	BAC	Bank Of America Corp /De/	36,404	$2,074,299
3	C	Citigroup Inc	9,285	$1,299,528

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,561,636	29,211	+1.1%	Shares	Sole	2026-07-22
2026-03-31	$8,501,812	28,902	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$9,285,413	28,817	-0.7%	Shares	Sole	2026-02-17
2025-09-30	$9,151,570	29,013	+2.1%	Shares	Sole	2025-11-13
2025-06-30	$8,240,691	28,425	-6.5%	Shares	Sole	2025-08-14
2025-03-31	$7,456,138	30,396	+0.5%	Shares	Sole	2025-05-13
2024-12-31	$7,247,871	30,236	-3.8%	Shares	Sole	2025-02-14
2024-09-30	$6,626,697	31,427	-1.7%	Shares	Sole	2024-11-14
2024-06-30	$6,467,061	31,974	+8.3%	Shares	Sole	2024-07-24
2024-03-31	$5,910,853	29,510	-15.6%	Shares	Sole	2024-05-10
2023-12-31	$5,948,226	34,969	-0.9%	Shares	Sole	2024-02-02
2023-09-30	$5,118,625	35,296	+7.1%	Shares	Sole	2023-11-08
2023-06-30	$4,791,957	32,948	+1.9%	Shares	Sole	2023-07-17
2023-03-31	$4,213,313	32,333	+8.5%	Shares	Sole	2023-04-19
2022-12-31	$3,994,973	29,791	+0.2%	Shares	Sole	2023-02-14
2022-09-30	$3,106,994	29,732	+2.3%	Shares	Sole	2022-11-08
2022-06-30	$3,271,658	29,053	+3.8%	Shares	Sole	2022-07-15
2022-03-31	$3,816,005	27,993	+5.4%	Shares	Sole	2022-05-09
2021-12-31	$4,207,042	26,568	+1.2%	Shares	Sole	2022-01-20
2021-09-30	$4,299,317	26,265	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.