Excelsior Advisor Network LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2110679 SCOTTSDALE, AZ

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,640,543

+$5,028,547 QoQ

Shares Held

20,287

+270.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#1,830

of 5,058 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Excelsior Advisor Network LLC holds $19,178,491 across 4 Banks - Diversified names. JPM ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	118,235	$9,770,940
2	JPM	Jpmorgan Chase & Co This page	20,287	$6,640,543
3	BAC	Bank Of America Corp /De/	36,142	$2,059,371
4	C	Citigroup Inc	5,056	$707,637

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,640,543	20,287	+270.2%	Shares	Sole	2026-08-14
2026-03-31	$1,611,996	5,480	+2.5%	Shares	Sole	2026-05-15
2025-12-31	$1,721,943	5,344	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.