Regal Investment Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1559789 KENTWOOD, MI

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,186,543

+$109,636 QoQ

Shares Held

15,845

-8.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#2,059

of 5,072 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 44% Shared 1% None 56%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $8,751,947 across 4 Banks - Diversified names. JPM ranks #1 (59.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,845	$5,186,543
2	BAC	Bank Of America Corp /De/	42,963	$2,448,031
3	C	Citigroup Inc	4,651	$650,953
4	WFC	Wells Fargo & Company/Mn	5,644	$466,420

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,186,543	15,845	-8.2%	Shares	Sole	2026-08-14
2026-03-31	$5,076,907	17,259	-0.9%	Shares	Sole	2026-05-14
2025-12-31	$5,614,039	17,423	+15.7%	Shares	Sole	2026-02-17
2025-09-30	$4,749,114	15,056	+4.7%	Shares	Sole	2025-11-13
2025-06-30	$4,167,746	14,376	+8.7%	Shares	Sole	2025-08-11
2025-03-31	$3,244,583	13,227	-13.9%	Shares	Sole	2025-05-12
2024-12-31	$3,680,986	15,356	-6.7%	Shares	Sole	2025-02-13
2024-09-30	$3,470,966	16,461	-46.1%	Shares	Sole	2024-11-12
2024-06-30	$6,174,593	30,528	-0.4%	Shares	Sole	2024-08-15
2024-03-31	$6,137,592	30,642	-5.4%	Shares	Sole	2024-05-15
2023-12-31	$5,508,008	32,381	+36.6%	Shares	Sole	2024-02-14
2023-09-30	$3,437,554	23,704	+8.7%	Shares	Sole	2023-11-13
2023-06-30	$3,172,919	21,816	+6.2%	Shares	Sole	2023-08-11
2023-03-31	$2,677,870	20,550	-26.7%	Shares	Sole	2023-05-11
2022-12-31	$3,758,554	28,028	-4.2%	Shares	Sole	2023-03-01
2022-09-30	$3,055,998	29,244	-0.9%	Shares	Sole	2022-11-15
2022-06-30	$3,323,121	29,510	+3.8%	Shares	Sole	2022-08-09
2022-03-31	$3,876,122	28,434	-12.5%	Shares	Sole	2022-05-09
2021-12-31	$5,143,049	32,479	-5.5%	Shares	Sole	2022-02-10
2021-09-30	$5,624,388	34,360	+8.9%	Shares	Sole	2021-11-05
2021-06-30	$4,909,464	31,564	-2.9%	Shares	Sole	2021-08-09
2020-12-31	$4,130,918	32,509	+84.8%	Shares	Sole	2021-02-12
2020-06-30	$1,654,515	17,590	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.