Sandy Cove Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1908217 Hingham, MA

Position in JPM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,319,780

+$446,426 QoQ

Shares Held

10,142

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.29%

of 13F equity value

Holder Rank

#2,471

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sandy Cove Advisors, LLC holds $4,450,470 across 4 Banks - Diversified names. JPM ranks #1 (74.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,142	$3,319,780
2	BAC	Bank Of America Corp /De/	8,362	$476,466
3	C	Citigroup Inc	2,495	$349,200
4	WFC	Wells Fargo & Company/Mn	3,691	$305,024

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,319,780	10,142	+3.8%	Shares	Sole	2026-07-07
2026-03-31	$2,873,354	9,768	+0.3%	Shares	Sole	2026-05-05
2025-12-31	$3,137,133	9,736	-4.9%	Shares	Sole	2026-02-09
2025-09-30	$3,228,426	10,235	+1.0%	Shares	Sole	2025-10-22
2025-06-30	$2,938,817	10,137	+13.2%	Shares	Sole	2025-07-09
2025-03-31	$2,195,680	8,951	-6.8%	Shares	Sole	2025-05-12
2024-12-31	$2,303,133	9,608	+3.2%	Shares	Sole	2025-01-15
2024-09-30	$1,962,895	9,309	-1.5%	Shares	Sole	2024-10-17
2024-06-30	$1,911,559	9,451	+0.2%	Shares	Sole	2024-07-23
2024-03-31	$1,889,429	9,433	+20.3%	Shares	Sole	2024-04-17
2023-12-31	$1,334,094	7,843	+10.4%	Shares	Sole	2024-01-17
2023-09-30	$1,030,077	7,103	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$1,028,406	7,071	+41.5%	Shares	Sole	2023-08-14
2023-03-31	$651,159	4,997	0.0%	Shares	Sole	2023-05-12
2022-12-31	$670,097	4,997	+14.1%	Shares	Sole	2023-01-23
2022-09-30	$457,501	4,378	+5.7%	Shares	Sole	2022-11-14
2022-06-30	$466,205	4,140	+0.1%	Shares	Sole	2022-08-11
2022-03-31	$563,955	4,137	+8.5%	Shares	Sole	2022-05-04
2021-12-31	$603,788	3,813	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.