Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,662,160
+$391,252 QoQ
Shares Held
14,243
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.14%
of 13F equity value
Holder Rank
#2,163
of 5,056 holders
Holding Since
Dec 2023
11 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, 2026CENTRAL VALLEY ADVISORS, LLC holds $7,145,189 across 4 Banks - Diversified names. JPM ranks #1 (65.2% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,662,160 | 14,243 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,270,908 | 14,519 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,658,998 | 20,666 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,756,510 | 21,420 | Shares | Defined | 2025-10-09 | |
| 2025-06-30 | $5,836,467 | 20,132 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,021,781 | 20,472 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,550,484 | 23,155 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,871,286 | 23,102 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $4,635,395 | 22,951 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,545,006 | 22,691 | Shares | Defined | 2024-04-12 | |
| 2023-12-31 | $3,914,170 | 23,011 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||