Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$257,608
+$50,520 QoQ
Shares Held
787
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#4,768
of 5,048 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, 2026Valued Wealth Advisors LLC holds $564,949 across 10 Banks - Diversified names. JPM ranks #1 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
787 | $257,608 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,878 | $107,008 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
872 | $72,062 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
333 | $48,155 | |
| 5 | C |
Citigroup Inc
|
231 | $32,330 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
189 | $17,972 | |
| 7 | SAN |
Banco Santander, S.A.
|
925 | $12,765 | |
| 8 | ING |
Ing Groep NV
|
297 | $9,319 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,608 | 787 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $207,088 | 704 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $254,876 | 791 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $220,485 | 699 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $196,558 | 678 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $184,710 | 753 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $180,501 | 753 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $184,080 | 873 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $177,988 | 880 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $152,828 | 763 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $83,178 | 489 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||