Forvis Mazars Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1352864 Springfield, MO

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$21,493,142

+$2,185,363 QoQ

Shares Held

65,662

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#956

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $31,824,030 across 4 Banks - Diversified names. JPM ranks #1 (67.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	65,662	$21,493,142
2	BAC	Bank Of America Corp /De/	157,908	$8,997,597
3	WFC	Wells Fargo & Company/Mn	10,870	$898,296
4	C	Citigroup Inc	3,108	$434,995

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,493,142	65,662	+0.0%	Shares	Sole	2026-08-10
2026-03-31	$19,307,779	65,637	-1.3%	Shares	Sole	2026-05-01
2025-12-31	$21,417,641	66,469	+1.1%	Shares	Sole	2026-02-10
2025-09-30	$20,744,884	65,767	-0.8%	Shares	Sole	2025-10-30
2025-06-30	$19,217,264	66,287	+0.5%	Shares	Sole	2025-07-29
2025-03-31	$16,183,422	65,974	+5.0%	Shares	Sole	2025-05-13
2024-12-31	$15,060,739	62,829	-2.1%	Shares	Sole	2025-02-04
2024-09-30	$13,539,109	64,209	-5.2%	Shares	Sole	2024-11-14
2024-06-30	$13,694,013	67,705	-0.0%	Shares	Sole	2024-08-09
2024-03-31	$13,561,712	67,707	+8.2%	Shares	Sole	2024-04-19
2023-12-31	$10,647,579	62,596	-2.8%	Shares	Sole	2024-01-11
2023-09-30	$9,341,173	64,413	-23.1%	Shares	Sole	2023-10-26
2023-06-30	$12,181,763	83,758	+31.0%	Shares	Sole	2023-08-08
2023-03-31	$8,331,891	63,939	+1.0%	Shares	Sole	2023-04-27
2022-12-31	$8,489,736	63,309	+2.2%	Shares	Sole	2023-02-03
2022-09-30	$6,470,640	61,920	+5.0%	Shares	Sole	2022-10-14
2022-06-30	$6,640,724	58,971	+16.4%	Shares	Sole	2022-07-22
2022-03-31	$6,903,517	50,642	+9.8%	Shares	Sole	2022-05-10
2021-12-31	$7,303,102	46,120	+2.1%	Shares	Sole	2022-01-14
2021-09-30	$7,395,677	45,181	+12.9%	Shares	Sole	2021-10-14
2021-06-30	$6,224,399	40,018	-5.5%	Shares	Sole	2021-07-14
2021-03-31	$6,445,874	42,343	-25.9%	Shares	Sole	2021-04-23
2020-12-31	$7,265,481	57,177	+3.2%	Shares	Sole	2021-01-22
2020-09-30	$5,334,994	55,417	-0.3%	Shares	Sole	2020-11-05
2020-06-30	$5,229,171	55,594	+13.1%	Shares	Sole	2020-07-15
2020-03-31	$4,424,344	49,143	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.