Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,053,121
+$23,673,392 QoQ
Shares Held
104,033
+194.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#737
of 5,058 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 71%
Shared 29%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $70,384,095 across 7 Banks - Diversified names. JPM ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
104,033 | $34,053,121 | |
| 2 | BAC |
Bank Of America Corp /De/
|
477,043 | $27,181,909 | |
| 3 | C |
Citigroup Inc
|
30,520 | $4,271,578 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
47,121 | $3,894,079 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,901 | $419,513 | |
| 6 | SAN |
Banco Santander, S.A.
|
23,608 | $325,790 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
2,504 | $238,105 |
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,053,121 | 104,033 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,379,729 | 35,286 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,250,955 | 34,917 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,653,332 | 33,774 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,857,229 | 34,001 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,899,395 | 32,203 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $7,763,487 | 32,387 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,993,382 | 33,166 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $7,136,744 | 35,285 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,872,591 | 39,304 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,577,767 | 38,670 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,047,421 | 34,805 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,678,077 | 32,165 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,117,798 | 16,252 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,193,993 | 23,818 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||