Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,404,245
-$2,752,823 QoQ
Shares Held
4,290
-69.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#3,295
of 5,056 holders
Holding Since
Mar 2024
9 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Global Assets Advisory, LLC holds $2,976,111 across 4 Banks - Diversified names. JPM ranks #1 (47.2% of the industry book) .
All Filings in JPM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404,245 | 4,290 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,157,068 | 14,132 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $950,549 | 2,950 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $948,182 | 3,006 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $870,599 | 3,003 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $537,942 | 2,193 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $785,529 | 3,277 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $809,069 | 3,837 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $779 | 154,974 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||