Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$77,577
-$2,714,286 QoQ
Shares Held
237
-97.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#4,992
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, 2026Medallion Wealth Advisors, LLC holds $1,730,005 across 10 Banks - Diversified names. JPM ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
9,656 | $550,198 | |
| 2 | C |
Citigroup Inc
|
2,676 | $374,532 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
1,388 | $245,259 | |
| 4 | TD |
Toronto Dominion Bank
|
1,423 | $172,794 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
1,779 | $169,165 | |
| 6 | JPM |
Jpmorgan Chase & Co
This page
|
237 | $77,577 | |
| 7 | ING |
Ing Groep NV
|
2,365 | $74,213 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
511 | $42,229 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,577 | 237 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,791,863 | 9,491 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,939,922 | 9,124 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $2,881,439 | 9,135 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $2,762,829 | 9,530 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $2,317,830 | 9,449 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $2,038,959 | 8,506 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||