Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,404,573
+$72,516 QoQ
Shares Held
4,291
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#3,296
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, 2026Operose Advisors LLC holds $3,406,586 across 6 Banks - Diversified names. JPM ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,291 | $1,404,573 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,516 | $1,169,001 | |
| 3 | C |
Citigroup Inc
|
2,968 | $415,401 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
1,606 | $283,780 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,389 | $114,786 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
760 | $19,045 |
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404,573 | 4,291 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $1,332,057 | 4,134 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,310,611 | 4,155 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,269,805 | 4,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $818,075 | 3,335 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $650,572 | 2,714 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $777,862 | 3,689 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $712,561 | 3,523 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $802,401 | 4,006 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $328,463 | 1,931 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $474,360 | 3,271 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $181,800 | 1,250 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $121,057 | 929 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $124,578 | 929 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $107,530 | 1,029 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $115,875 | 1,029 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $140,273 | 1,029 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $162,942 | 1,029 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||