RPg Family Wealth Advisory, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1569884 BURLINGTON, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$9,689,949

+$1,120,775 QoQ

Shares Held

29,603

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.65%

of 13F equity value

Holder Rank

#1,480

of 5,058 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RPg Family Wealth Advisory, LLC holds $32,446,372 across 3 Banks - Diversified names. JPM ranks #3 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	84,116	$12,164,014
2	UBS	UBS Group AG	213,729	$10,592,409
3	JPM	Jpmorgan Chase & Co This page	29,603	$9,689,949

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,689,949	29,603	+1.6%	Shares	Sole	2026-08-05
2026-03-31	$8,569,174	29,131	+0.2%	Shares	Sole	2026-05-14
2025-12-31	$9,366,935	29,070	-0.9%	Shares	Sole	2026-02-13
2025-09-30	$9,253,769	29,337	+54.0%	Shares	Sole	2025-11-12
2025-06-30	$5,522,785	19,050	+2586.9%	Shares	Sole	2025-08-13
2022-03-31	$96,650	709	0.0%	Shares	Sole	2022-05-09
2021-12-31	$112,270	709	-32.5%	Shares	Sole	2022-02-14
2021-09-30	$171,874	1,050	0.0%	Shares	Sole	2021-11-15
2021-06-30	$163,317	1,050	0.0%	Shares	Sole	2021-08-13
2020-12-31	$133,423	1,050	-19.2%	Shares	Sole	2021-02-16
2020-09-30	$125,151	1,300	0.0%	Shares	Sole	2020-11-10
2020-06-30	$122,278	1,300	-6.1%	Shares	Sole	2020-08-10
2020-03-31	$124,691	1,385	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.