WESPAC Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1484540 ORINDA, CA

Position in JPM

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

Position Value

$454,661

+$46,073 QoQ

Shares Held

1,389

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#4,365

of 5,058 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WESPAC Advisors, LLC holds $2,977,153 across 4 Banks - Diversified names. JPM ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	56,504	$1,415,990
2	BAC	Bank Of America Corp /De/	15,525	$884,614
3	JPM	Jpmorgan Chase & Co This page	1,389	$454,661
4	WFC	Wells Fargo & Company/Mn	2,685	$221,888

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$454,661	1,389	0.0%	Shares	Sole	2026-08-10
2026-03-31	$408,588	1,389	-26.3%	Shares	Sole	2026-04-29
2025-12-31	$607,062	1,884	-6.1%	Shares	Sole	2026-01-14
2025-09-30	$632,752	2,006	-15.0%	Shares	Sole	2025-10-27
2025-06-30	$684,187	2,360	+0.0%	Shares	Sole	2025-07-23
2025-03-31	$578,662	2,359	-64.7%	Shares	Sole	2025-05-01
2024-12-31	$1,601,981	6,683	+295.4%	Shares	Sole	2025-02-04
2024-09-30	$356,353	1,690	+0.1%	Shares	Sole	2024-11-12
2024-06-30	$341,414	1,688	-3.3%	Shares	Sole	2024-07-30
2024-03-31	$349,523	1,745	-8.3%	Shares	Sole	2024-04-24
2023-12-31	$323,700	1,903	-2.3%	Shares	Sole	2024-01-26
2023-09-30	$282,498	1,948	0.0%	Shares	Sole	2023-10-26
2023-06-30	$283,317	1,948	-13.0%	Shares	Sole	2023-07-28
2023-03-31	$291,633	2,238	-75.5%	Shares	Sole	2023-04-27
2022-12-31	$1,224,064	9,128	+0.9%	Shares	Sole	2023-02-01
2022-09-30	$945,098	9,044	+435.5%	Shares	Sole	2022-10-18
2022-03-31	$230,244	1,689	-89.9%	Shares	Sole	2022-04-27
2021-12-31	$2,656,004	16,773	-13.6%	Shares	Sole	2022-01-28
2021-09-30	$3,175,913	19,402	+158.4%	Shares	Sole	2021-10-14
2021-06-30	$1,167,794	7,508	-59.8%	Shares	Sole	2021-08-03
2021-03-31	$2,840,307	18,658	-10.2%	Shares	Sole	2021-05-10
2020-12-31	$2,639,243	20,770	+21.9%	Shares	Sole	2021-02-02
2020-09-30	$1,640,248	17,038	-34.7%	Shares	Sole	2020-10-27
2020-06-30	$2,455,436	26,105	—	Shares	Sole	2020-07-22
No filing history on record for this holder in this stock.