LBMC INVESTMENT ADVISORS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1536924 BRENTWOOD, TN

Position in JPM

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

Position Value

$2,853,008

+$339,117 QoQ

Shares Held

8,716

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#2,622

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

LBMC INVESTMENT ADVISORS, LLC holds $6,378,500 across 5 Banks - Diversified names. JPM ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,716	$2,853,008
2	C	Citigroup Inc	8,479	$1,186,720
3	WFC	Wells Fargo & Company/Mn	11,626	$960,772
4	BAC	Bank Of America Corp /De/	16,280	$927,634
5	RY	Royal Bank Of Canada	2,176	$450,366

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,853,008	8,716	+2.0%	Shares	Sole	2026-08-10
2026-03-31	$2,513,891	8,546	-2.2%	Shares	Sole	2026-05-14
2025-12-31	$2,815,558	8,738	+1.0%	Shares	Sole	2026-02-12
2025-09-30	$2,728,469	8,650	+27.6%	Shares	Sole	2025-10-07
2025-06-30	$1,965,879	6,781	0.0%	Shares	Sole	2025-07-09
2025-03-31	$1,663,379	6,781	+0.8%	Shares	Sole	2025-04-09
2024-12-31	$1,612,289	6,726	-5.3%	Shares	Sole	2025-01-16
2024-09-30	$1,497,316	7,101	0.0%	Shares	Sole	2024-10-08
2024-06-30	$1,436,248	7,101	0.0%	Shares	Sole	2024-07-11
2024-03-31	$1,422,330	7,101	-5.2%	Shares	Sole	2024-04-12
2023-12-31	$1,274,049	7,490	0.0%	Shares	Sole	2024-01-16
2023-09-30	$1,086,199	7,490	0.0%	Shares	Sole	2023-10-05
2023-06-30	$1,089,345	7,490	0.0%	Shares	Sole	2023-07-17
2023-03-31	$976,021	7,490	0.0%	Shares	Sole	2023-04-10
2022-12-31	$1,004,409	7,490	0.0%	Shares	Sole	2023-01-10
2022-09-30	$782,705	7,490	-2.6%	Shares	Sole	2022-10-07
2022-06-30	$865,970	7,690	-3.2%	Shares	Sole	2022-07-07
2022-03-31	$1,082,517	7,941	-0.9%	Shares	Sole	2022-04-11
2021-12-31	$1,269,491	8,017	+50.2%	Shares	Sole	2022-03-17
2021-09-30	$873,449	5,336	-31.4%	Shares	Sole	2021-11-15
2021-06-30	$1,210,723	7,784	+47.9%	Shares	Sole	2021-08-02
2021-03-31	$801,338	5,264	-0.5%	Shares	Sole	2021-04-20
2020-12-31	$672,073	5,289	+1.2%	Shares	Sole	2021-01-21
2020-09-30	$502,914	5,224	0.0%	Shares	Sole	2020-10-20
2020-06-30	$491,369	5,224	-4.7%	Shares	Sole	2020-07-14
2020-03-31	$493,724	5,484	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.