Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$86,327,395
+$1,041,881 QoQ
Shares Held
263,732
-9.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#434
of 5,056 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, 2026Clearstead Advisors, LLC holds $124,214,322 across 19 Banks - Diversified names. JPM ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
263,732 | $86,327,395 | |
| 2 | BAC |
Bank Of America Corp /De/
|
196,302 | $11,185,287 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
121,810 | $10,066,378 | |
| 4 | C |
Citigroup Inc
|
35,956 | $5,032,401 | |
| 5 | RY |
Royal Bank Of Canada
|
16,986 | $3,515,592 | |
| 6 | UBS |
UBS Group AG
|
30,424 | $1,507,813 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
10,021 | $1,449,136 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
9,765 | $928,553 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,327,395 | 263,732 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $85,285,514 | 289,929 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $83,755,289 | 259,932 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $81,039,644 | 256,918 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $76,589,873 | 264,185 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $62,004,235 | 252,769 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $60,913,427 | 254,113 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $52,800,398 | 250,405 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $50,335,839 | 248,867 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $23,627,988 | 117,963 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20,499,091 | 120,512 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $17,808,891 | 122,803 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $16,820,426 | 115,652 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $13,051,067 | 100,154 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,235,267 | 98,697 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,345,709 | 99,002 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,363,925 | 100,914 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,313,829 | 97,666 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $14,606,995 | 92,245 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $32,531,259 | 198,737 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $30,876,089 | 198,509 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $30,293,617 | 198,999 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $24,661,364 | 194,077 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,268,965 | 189,768 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,425,649 | 185,261 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $16,405,536 | 182,223 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||