Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,528,617
+$447,586 QoQ
Shares Held
10,780
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#2,407
of 5,056 holders
Holding Since
Mar 2024
10 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, 2026AA Financial Advisors, LLC holds $5,164,872 across 4 Banks - Diversified names. JPM ranks #1 (68.3% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,528,617 | 10,780 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,081,031 | 10,474 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,343,999 | 10,378 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,132,535 | 9,931 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,812,996 | 9,703 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,615,879 | 10,664 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,412,201 | 10,063 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,058,626 | 9,763 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,766,741 | 8,735 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,840,757 | 9,190 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||