SEVEN MILE ADVISORY

Position in JPM — Jpmorgan Chase & Co

CIK 1987932 EWING, NJ

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,774,128

+$17,111 QoQ

Shares Held

5,420

-9.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#3,073

of 5,058 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SEVEN MILE ADVISORY holds $5,881,781 across 12 Banks - Diversified names. JPM ranks #1 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,420	$1,774,128
2	C	Citigroup Inc	4,085	$571,736
3	WFC	Wells Fargo & Company/Mn	6,604	$545,754
4	HSBC	Hsbc Holdings PLC	5,194	$493,897
5	SAN	Banco Santander, S.A.	35,297	$487,098
6	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	15,828	$396,649
7	UBS	UBS Group AG	6,980	$345,928
8	BAC	Bank Of America Corp /De/	5,536	$315,441

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,774,128	5,420	-9.3%	Shares	Sole	2026-08-13
2026-03-31	$1,757,017	5,973	-37.1%	Shares	Sole	2026-04-14
2025-12-31	$3,059,156	9,494	-16.5%	Shares	Sole	2026-02-13
2025-09-30	$3,585,808	11,368	+36.0%	Shares	Sole	2025-11-13
2025-06-30	$2,423,647	8,360	-0.9%	Shares	Sole	2025-08-14
2025-03-31	$2,069,596	8,437	-1.5%	Shares	Sole	2025-05-13
2024-12-31	$2,053,835	8,568	+1.8%	Shares	Sole	2025-02-12
2024-09-30	$1,775,019	8,418	+20.4%	Shares	Sole	2024-11-13
2024-06-30	$1,413,595	6,989	-22.9%	Shares	Sole	2024-08-08
2024-03-31	$1,815,719	9,065	+0.8%	Shares	Sole	2024-05-08
2023-12-31	$1,529,879	8,994	+7.3%	Shares	Sole	2024-02-09
2023-09-30	$1,215,267	8,380	+29.0%	Shares	Sole	2023-11-13
2023-06-30	$944,778	6,496	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.