New England Capital Financial Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1964652 MERIDEN, CT

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$229,785

+$170,365 QoQ

Shares Held

702

+247.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#4,840

of 5,048 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New England Capital Financial Advisors LLC holds $421,380 across 7 Banks - Diversified names. JPM ranks #1 (54.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	702	$229,785
2	WFC	Wells Fargo & Company/Mn	839	$69,334
3	BNY	Bank of New York Mellon Corp	340	$49,167
4	C	Citigroup Inc	252	$35,269
5	BAC	Bank Of America Corp /De/	428	$24,387
6	BNS	Bank Of Nova Scotia	100	$8,684
7	HSBC	Hsbc Holdings PLC	50	$4,754

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,785	702	+247.5%	Shares	Sole	2026-07-27
2026-03-31	$59,420	202	-12.6%	Shares	Sole	2026-04-27
2025-12-31	$74,432	231	+14.9%	Shares	Sole	2026-02-02
2025-09-30	$63,401	201	0.0%	Shares	Sole	2025-10-22
2025-06-30	$58,271	201	+11.0%	Shares	Sole	2025-08-08
2025-03-31	$44,399	181	0.0%	Shares	Sole	2025-05-05
2024-12-31	$43,387	181	+0.6%	Shares	Sole	2025-02-04
2024-09-30	$37,954	180	+38.5%	Shares	Sole	2024-10-30
2024-06-30	$26,293	130	0.0%	Shares	Sole	2024-07-29
2024-03-31	$26,039	130	0.0%	Shares	Sole	2024-05-02
2023-12-31	$22,113	130	+0.8%	Shares	Sole	2024-02-01
2023-09-30	$18,707	129	0.0%	Shares	Sole	2023-11-06
2023-06-30	$18,761	129	0.0%	Shares	Sole	2023-08-02
2023-03-31	$16,809	129	0.0%	Shares	Sole	2023-05-04
2022-12-31	$17,298	129	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.