Position in JPM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$10,577,014
+$1,480,411 QoQ
Shares Held
32,313
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,397
of 5,058 holders
Holding Since
Dec 2021
18 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, 2026CoreCap Advisors, LLC holds $18,101,301 across 18 Banks - Diversified names. JPM ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
32,313 | $10,577,014 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
23,806 | $3,442,585 | |
| 3 | BAC |
Bank Of America Corp /De/
|
33,522 | $1,910,083 | |
| 4 | C |
Citigroup Inc
|
6,154 | $861,313 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,935 | $738,388 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
1,985 | $188,753 | |
| 7 | RY |
Royal Bank Of Canada
|
727 | $150,467 | |
| 8 | ING |
Ing Groep NV
|
3,471 | $108,919 |
All Filings in JPM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,577,014 | 32,313 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $9,096,603 | 30,924 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $9,623,100 | 29,865 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $9,151,886 | 29,014 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,944,693 | 27,404 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,361,119 | 25,932 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,024,152 | 25,131 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,435,236 | 30,519 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,341,079 | 26,407 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,255,872 | 26,240 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $3,566,146 | 20,965 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,146,063 | 21,694 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $3,233,712 | 22,234 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $1,969,258 | 14,685 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,422,036 | 13,608 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $1,371,477 | 12,179 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,795,470 | 13,171 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,325,983 | 21,004 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||