ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Position in JPM — Jpmorgan Chase & Co

CIK 1018561 Reston, VA

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$385,594

+$4,657 QoQ

Shares Held

1,178

-9.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#4,499

of 5,058 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $2,260,683 across 4 Banks - Diversified names. JPM ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	7,019	$982,379
2	BAC	Bank Of America Corp /De/	11,495	$654,985
3	JPM	Jpmorgan Chase & Co This page	1,178	$385,594
4	HSBC	Hsbc Holdings PLC	2,500	$237,725

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,594	1,178	-9.0%	Shares	Sole	2026-07-20
2026-03-31	$380,937	1,295	-2.9%	Shares	Sole	2026-04-24
2025-12-31	$429,841	1,334	-1.3%	Shares	Sole	2026-02-03
2025-09-30	$426,461	1,352	+5.8%	Shares	Sole	2025-10-24
2025-06-30	$370,504	1,278	-1.0%	Shares	Sole	2025-07-28
2025-03-31	$316,682	1,291	-36.2%	Shares	Sole	2025-04-29
2024-12-31	$484,933	2,023	0.0%	Shares	Sole	2025-02-14
2024-09-30	$426,569	2,023	+1.5%	Shares	Sole	2024-11-01
2024-06-30	$403,104	1,993	+0.1%	Shares	Sole	2024-08-01
2024-03-31	$398,797	1,991	-20.0%	Shares	Sole	2024-05-08
2023-12-31	$423,208	2,488	+13.1%	Shares	Sole	2024-01-17
2023-09-30	$319,044	2,200	-8.3%	Shares	Sole	2023-10-10
2023-06-30	$349,056	2,400	+47.8%	Shares	Sole	2023-07-20
2023-03-31	$211,623	1,624	-1.0%	Shares	Sole	2023-04-26
2022-12-31	$220,058	1,641	-41.5%	Shares	Sole	2023-01-20
2021-06-30	$436,600	2,807	+2.8%	Shares	Sole	2021-07-23
2021-03-31	$415,587	2,730	-9.4%	Shares	Sole	2021-04-12
2020-12-31	$382,861	3,013	+1.4%	Shares	Sole	2021-01-25
2020-09-30	$285,921	2,970	-76.5%	Shares	Sole	2020-10-15
2020-06-30	$1,186,566	12,615	+386.9%	Shares	Sole	2020-07-10
2020-03-31	$233,267	2,591	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.