Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,830,749
+$233,023 QoQ
Shares Held
8,648
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.33%
of 13F equity value
Holder Rank
#2,628
of 5,058 holders
Holding Since
Dec 2022
15 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, 2026CORA CAPITAL ADVISORS LLC holds $3,614,242 across 3 Banks - Diversified names. JPM ranks #1 (78.3% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,830,749 | 8,648 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,597,726 | 8,831 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,907,391 | 9,023 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,718,691 | 8,619 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,400,164 | 8,279 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,965,834 | 8,014 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,898,742 | 7,921 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,669,800 | 7,919 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,606,146 | 7,941 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,608,609 | 8,031 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,377,469 | 8,098 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,182,058 | 8,151 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,204,097 | 8,279 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,091,606 | 8,377 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,143,202 | 8,525 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||