Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,030,100
+$95,704 QoQ
Shares Held
6,202
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#2,961
of 5,058 holders
Holding Since
Dec 2023
11 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, 2026Frazier Financial Advisors, LLC holds $2,322,973 across 7 Banks - Diversified names. JPM ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
6,202 | $2,030,100 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
1,575 | $130,158 | |
| 3 | C |
Citigroup Inc
|
540 | $75,578 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
415 | $39,462 | |
| 5 | BAC |
Bank Of America Corp /De/
|
594 | $33,846 | |
| 6 | UBS |
UBS Group AG
|
183 | $9,069 | |
| 7 | RY |
Royal Bank Of Canada
|
23 | $4,760 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,030,100 | 6,202 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,934,396 | 6,576 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,054,152 | 6,375 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,996,987 | 6,331 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,859,482 | 6,414 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,590,034 | 6,482 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,624,994 | 6,779 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,451,349 | 6,883 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,439,282 | 7,116 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,401,499 | 6,997 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,207,880 | 7,101 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||