Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,030,072
+$1,690,625 QoQ
Shares Held
18,422
+24.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.71%
of 13F equity value
Holder Rank
#1,925
of 5,057 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 80%
Shared 20%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Atlas Legacy Advisors, LLC holds $9,039,404 across 6 Banks - Diversified names. JPM ranks #1 (66.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
18,422 | $6,030,072 | |
| 2 | RY |
Royal Bank Of Canada
|
6,501 | $1,345,511 | |
| 3 | BAC |
Bank Of America Corp /De/
|
11,981 | $682,676 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,333 | $440,718 | |
| 5 | C |
Citigroup Inc
|
2,531 | $354,238 | |
| 6 | SAN |
Banco Santander, S.A.
|
13,492 | $186,189 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,030,072 | 18,422 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,339,447 | 14,752 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,809,303 | 18,029 | Shares | Other | 2026-01-29 | |
| 2025-09-30 | $5,994,431 | 19,004 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $4,344,011 | 14,984 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,023,410 | 16,402 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,881,863 | 16,194 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||