Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,743,025
+$272,670 QoQ
Shares Held
8,380
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.92%
of 13F equity value
Holder Rank
#2,664
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bay Capital Advisors, LLC holds $3,997,172 across 3 Banks - Diversified names. JPM ranks #1 (68.6% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,743,025 | 8,380 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,470,355 | 8,398 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,722,114 | 8,448 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,664,752 | 8,448 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,452,928 | 8,461 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,074,502 | 8,457 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,027,227 | 8,457 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||