Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,555,778
+$4,541,767 QoQ
Shares Held
13,918
+237.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#2,185
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, 2026LM Advisors LLC holds $10,923,081 across 4 Banks - Diversified names. JPM ranks #1 (41.7% 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 | $4,555,778 | 13,918 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,011 | 4,122 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,189 | 4,250 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,151,689 | 13,162 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,783,905 | 13,052 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,440,980 | 9,951 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,373,608 | 9,902 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $3,195,161 | 15,153 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,118,040 | 15,416 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,209,807 | 16,025 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,372,554 | 13,948 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||