Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,309,217
+$6,435,443 QoQ
Shares Held
49,825
+48.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,119
of 5,057 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $25,556,841 across 11 Banks - Diversified names. JPM ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
49,825 | $16,309,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
55,174 | $3,143,814 | |
| 3 | C |
Citigroup Inc
|
18,617 | $2,605,635 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
21,648 | $1,788,990 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
2,842 | $502,181 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,448 | $498,615 | |
| 7 | RY |
Royal Bank Of Canada
|
1,785 | $369,441 | |
| 8 | UBS |
UBS Group AG
|
3,525 | $174,699 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,309,217 | 49,825 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,873,774 | 33,566 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,095,001 | 34,433 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,550,132 | 23,936 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,559,893 | 19,178 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $8,530,307 | 34,775 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $10,669,012 | 44,508 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,253,794 | 34,401 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $9,562,043 | 47,276 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $9,553,108 | 47,694 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,508,688 | 32,385 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,512,848 | 44,910 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,411,004 | 23,453 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,534,266 | 34,796 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $5,582,180 | 41,627 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,274,821 | 31,338 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,462,532 | 30,748 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,952,325 | 28,993 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,462,461 | 28,181 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||