Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$262,845
+$19,281 QoQ
Shares Held
803
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#4,761
of 5,056 holders
Holding Since
Jun 2025
5 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, 2026Note Advisors, LLC holds $505,675 across 2 Banks - Diversified names. JPM ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
803 | $262,845 | |
| 2 | C |
Citigroup Inc
|
1,735 | $242,830 |
All Filings in JPM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,845 | 803 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $243,564 | 828 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $266,798 | 828 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $302,181 | 958 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $223,520 | 771 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||