Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$382,321
+$90,221 QoQ
Shares Held
1,168
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#4,503
of 5,056 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Advisory Advocates, LLC holds $875,912 across 3 Banks - Diversified names. JPM ranks #1 (43.6% of the industry book) .
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,321 | 1,168 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $292,100 | 993 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $211,054 | 655 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||