Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$54,753,143
+$12,694,147 QoQ
Shares Held
167,272
+17.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#565
of 5,056 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Farther Finance Advisors, LLC holds $123,910,129 across 19 Banks - Diversified names. JPM ranks #1 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
167,272 | $54,753,143 | |
| 2 | BAC |
Bank Of America Corp /De/
|
311,760 | $17,764,084 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
173,897 | $14,370,848 | |
| 4 | C |
Citigroup Inc
|
71,590 | $10,019,736 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
48,877 | $7,068,102 | |
| 6 | RY |
Royal Bank Of Canada
|
15,278 | $3,162,087 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
22,611 | $2,150,079 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
81,112 | $2,032,666 |
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,753,143 | 167,272 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $42,058,996 | 142,980 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $46,736,399 | 145,045 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $29,337,513 | 93,008 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $23,356,599 | 80,565 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $12,860,343 | 52,427 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,827,630 | 40,998 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,255,699 | 43,895 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,149,257 | 40,291 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,205,894 | 30,983 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,609,539 | 27,099 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,641,539 | 18,215 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,111,934 | 14,521 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $1,664,840 | 12,776 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $746,937 | 5,570 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||