Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$47,509,985
+$6,000,480 QoQ
Shares Held
145,144
+2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#617
of 5,058 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $78,685,161 across 7 Banks - Diversified names. JPM ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
145,144 | $47,509,985 | |
| 2 | BAC |
Bank Of America Corp /De/
|
303,779 | $17,309,327 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
84,141 | $6,953,412 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
22,271 | $3,220,609 | |
| 5 | C |
Citigroup Inc
|
22,787 | $3,189,268 | |
| 6 | ING |
Ing Groep NV
|
8,034 | $252,106 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,592 | $250,454 |
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,509,985 | 145,144 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $41,509,505 | 141,112 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $42,235,953 | 131,078 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $40,339,396 | 127,887 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $36,064,514 | 124,399 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $26,438,188 | 107,779 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $23,469,526 | 97,908 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $19,038,127 | 90,288 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,160,196 | 74,954 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $8,724,467 | 43,557 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,831,708 | 34,284 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $4,698,212 | 32,397 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,634,691 | 24,991 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,373,988 | 10,544 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||