Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,715,850
+$344,777 QoQ
Shares Held
11,352
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#2,362
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $8,481,347 across 10 Banks - Diversified names. JPM ranks #1 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
11,352 | $3,715,850 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
22,008 | $3,182,576 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,711 | $802,517 | |
| 4 | BAC |
Bank Of America Corp /De/
|
11,735 | $668,660 | |
| 5 | TD |
Toronto Dominion Bank
|
250 | $30,357 | |
| 6 | C |
Citigroup Inc
|
190 | $26,592 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
200 | $19,018 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
146 | $16,790 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,715,850 | 11,352 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,371,073 | 11,460 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,711,329 | 11,518 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,370,372 | 10,696 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,427,605 | 11,823 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,946,053 | 12,010 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,963,054 | 12,361 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,710,816 | 12,856 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,089,872 | 25,165 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,414,509 | 27,032 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,760,078 | 27,984 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,311,153 | 29,728 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,523,474 | 31,102 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,130,826 | 31,700 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,262,770 | 31,788 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,691,293 | 25,754 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,553,431 | 22,675 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,653,468 | 19,465 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,993,448 | 18,904 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,152,833 | 19,261 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,892,732 | 18,598 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,857,357 | 18,770 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,398,827 | 18,878 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,840,586 | 19,119 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,854,016 | 19,711 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,189,259 | 24,317 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||