Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$56,105,343
+$3,693,974 QoQ
Shares Held
171,403
-3.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#555
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Snowden Capital Advisors LLC holds $74,595,741 across 13 Banks - Diversified names. JPM ranks #1 (75.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
171,403 | $56,105,343 | |
| 2 | BAC |
Bank Of America Corp /De/
|
113,442 | $6,463,925 | |
| 3 | C |
Citigroup Inc
|
29,515 | $4,130,919 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
33,871 | $2,799,099 | |
| 5 | UBS |
UBS Group AG
|
34,627 | $1,716,114 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,422 | $1,073,295 | |
| 7 | BNS |
Bank Of Nova Scotia
|
6,470 | $561,854 | |
| 8 | SAN |
Banco Santander, S.A.
|
27,981 | $386,137 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,105,343 | 171,403 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $52,411,369 | 178,173 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,549,761 | 172,397 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $51,674,058 | 163,821 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,764,724 | 144,061 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,082,894 | 147,097 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $35,279,319 | 147,175 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $30,427,519 | 144,302 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $28,831,960 | 142,549 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,524,322 | 142,408 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,677,714 | 127,441 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,552,756 | 169,306 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,469,271 | 147,616 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,304,906 | 140,472 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,252,887 | 136,114 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,199,499 | 126,311 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,224,626 | 99,677 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,537,802 | 99,309 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,780,507 | 55,450 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,102,929 | 67,829 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $9,930,140 | 63,843 | Shares | Sole | 2024-01-08 | |
| 2021-03-31 | $8,960,714 | 58,863 | Shares | Sole | 2024-01-08 | |
| 2020-12-31 | $6,178,524 | 48,623 | Shares | Sole | 2024-01-08 | |
| 2020-09-30 | $4,845,750 | 50,335 | Shares | Sole | 2024-01-08 | |
| 2020-06-30 | $4,025,015 | 42,792 | Shares | Sole | 2024-01-08 | |
| 2020-03-31 | $3,612,543 | 40,126 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||