Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$980,353
+$86,990 QoQ
Shares Held
2,995
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#3,663
of 5,048 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026American Capital Advisory, LLC holds $3,463,099 across 14 Banks - Diversified names. JPM ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
36,934 | $2,104,499 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
2,995 | $980,353 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,455 | $202,881 | |
| 4 | TD |
Toronto Dominion Bank
|
801 | $97,265 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
153 | $14,548 | |
| 6 | C |
Citigroup Inc
|
81 | $11,336 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
474 | $9,427 | |
| 8 | UBS |
UBS Group AG
|
174 | $8,623 |
All Filings in JPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,353 | 2,995 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $893,363 | 3,037 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,088,781 | 3,379 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,060,475 | 3,362 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,038,457 | 3,582 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $906,383 | 3,695 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $840,183 | 3,505 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $739,064 | 3,505 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $956,892 | 4,731 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $813,818 | 4,063 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $804,743 | 4,731 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||