Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,405,534
+$448,494 QoQ
Shares Held
13,459
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#2,220
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRAPHAGEN INVESTMENT ADVISORS LLC holds $7,398,867 across 6 Banks - Diversified names. JPM ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
13,459 | $4,405,534 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
5,864 | $847,993 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,703 | $780,796 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,264 | $517,656 | |
| 5 | C |
Citigroup Inc
|
3,233 | $452,490 | |
| 6 | UBS |
UBS Group AG
|
7,958 | $394,398 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,405,534 | 13,459 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,957,040 | 13,452 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,288,103 | 13,308 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,118,884 | 13,058 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,935,238 | 13,574 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,386,366 | 13,805 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,167,527 | 13,214 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,750,668 | 13,045 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,615,626 | 12,932 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,628,336 | 13,122 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,223,887 | 13,074 | Shares | Sole | 2024-06-17 | |
| 2023-09-30 | $1,795,202 | 12,379 | Shares | Sole | 2024-06-17 | |
| 2023-06-30 | $1,778,585 | 12,229 | Shares | Sole | 2024-06-17 | |
| 2023-03-31 | $1,570,235 | 12,050 | Shares | Sole | 2024-06-17 | |
| 2022-12-31 | $1,590,962 | 11,864 | Shares | Sole | 2024-06-17 | |
| 2022-09-30 | $1,482,228 | 14,184 | Shares | Sole | 2024-06-17 | |
| 2022-06-30 | $1,586,224 | 14,086 | Shares | Sole | 2024-06-17 | |
| 2022-03-31 | $1,861,585 | 13,656 | Shares | Sole | 2024-06-17 | |
| 2021-12-31 | $1,814,374 | 11,458 | Shares | Sole | 2024-06-17 | |
| 2021-09-30 | $1,798,462 | 10,987 | Shares | Sole | 2024-06-17 | |
| 2021-06-30 | $1,684,653 | 10,831 | Shares | Sole | 2024-06-17 | |
| 2021-03-31 | $1,012,633 | 6,652 | Shares | Sole | 2024-06-17 | |
| 2020-12-31 | $863,821 | 6,798 | Shares | Sole | 2024-06-17 | |
| 2020-09-30 | $654,443 | 6,798 | Shares | Sole | 2024-06-17 | |
| 2020-06-30 | $622,959 | 6,623 | Shares | Sole | 2024-06-17 | |
| 2020-03-31 | $561,337 | 6,235 | Shares | Sole | 2024-06-17 | |
| No filing history on record for this holder in this stock. | ||||||