Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$23,790,017
+$22,458,061 QoQ
Shares Held
72,679
+1505.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#909
of 5,058 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Diversify Advisory Services, LLC holds $72,181,423 across 15 Banks - Diversified names. JPM ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
72,679 | $23,790,017 | |
| 2 | BAC |
Bank Of America Corp /De/
|
299,572 | $17,069,612 | |
| 3 | C |
Citigroup Inc
|
36,197 | $5,066,132 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
58,391 | $4,825,432 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
186,236 | $4,667,074 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
222,085 | $4,417,270 | |
| 7 | BCS |
Barclays PLC
|
140,040 | $3,761,474 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
116,391 | $2,744,499 |
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,790,017 | 72,679 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,331,956 | 4,528 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,395,783 | 32,263 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,566,905 | 33,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,758,169 | 40,558 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,668,725 | 27,186 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,299,339 | 26,279 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,564,915 | 31,134 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,344,412 | 46,200 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,433,026 | 52,087 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||