Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,820,929
+$208,789 QoQ
Shares Held
8,618
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#2,633
of 5,058 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $3,552,955 across 7 Banks - Diversified names. JPM ranks #1 (79.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,618 | $2,820,929 | |
| 2 | BNS |
Bank Of Nova Scotia
|
4,692 | $407,453 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
934 | $135,065 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,170 | $96,688 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
254 | $44,881 | |
| 6 | C |
Citigroup Inc
|
255 | $35,689 | |
| 7 | BAC |
Bank Of America Corp /De/
|
215 | $12,250 |
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,820,929 | 8,618 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,612,140 | 8,880 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,866,791 | 8,897 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,121,810 | 9,897 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,017,093 | 10,407 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,543,270 | 10,368 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,494,661 | 10,407 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,231,109 | 10,581 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,526,025 | 12,489 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,501,146 | 12,487 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,083,044 | 12,246 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,837,838 | 12,673 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $1,219,050 | 9,355 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,231,976 | 9,187 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $938,410 | 8,980 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,003,242 | 8,909 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,126,003 | 8,260 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,307,971 | 8,260 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||