Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,671,987
+$449,759 QoQ
Shares Held
11,218
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#2,370
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $5,444,084 across 9 Banks - Diversified names. JPM ranks #1 (67.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
11,218 | $3,671,987 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,099 | $1,259,201 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,765 | $228,499 | |
| 4 | C |
Citigroup Inc
|
994 | $139,120 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
733 | $105,999 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,096 | $27,465 | |
| 7 | TD |
Toronto Dominion Bank
|
40 | $4,857 | |
| 8 | UBS |
UBS Group AG
|
85 | $4,212 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,671,987 | 11,218 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,222,228 | 10,954 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,543,453 | 10,997 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,456,166 | 10,957 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,261,487 | 11,250 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,773,361 | 11,306 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,684,752 | 11,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,402,538 | 11,394 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,194,318 | 10,849 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,062,689 | 10,298 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,488,204 | 8,749 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,264,574 | 8,720 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $1,387,643 | 9,541 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $1,234,817 | 9,476 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $1,295,406 | 9,660 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $1,143,125 | 10,939 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $1,687,348 | 14,984 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $2,408,774 | 17,670 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $2,849,033 | 17,992 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $2,854,917 | 17,441 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $2,848,248 | 18,312 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $2,838,176 | 18,644 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $2,222,835 | 17,493 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $1,838,564 | 19,098 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $1,809,808 | 19,241 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $1,689,412 | 18,765 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||