TCI Wealth Advisors, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1583751 Tucson, AZ

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,634,999

+$474,250 QoQ

Shares Held

11,105

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#2,379

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $5,201,062 across 5 Banks - Diversified names. JPM ranks #1 (69.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	11,105	$3,634,999
2	BAC	Bank Of America Corp /De/	11,238	$640,341
3	BNY	Bank of New York Mellon Corp	2,275	$328,987
4	WFC	Wells Fargo & Company/Mn	3,644	$301,140
5	C	Citigroup Inc	2,112	$295,595

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,634,999	11,105	+3.4%	Shares	Sole	2026-07-29
2026-03-31	$3,160,749	10,745	-28.4%	Shares	Sole	2026-04-27
2025-12-31	$4,834,911	15,005	-2.6%	Shares	Sole	2026-02-02
2025-09-30	$4,861,407	15,412	+1.8%	Shares	Sole	2025-10-14
2025-06-30	$4,389,527	15,141	-0.9%	Shares	Sole	2025-07-16
2025-03-31	$3,748,429	15,281	-4.2%	Shares	Sole	2025-04-21
2024-12-31	$3,821,696	15,943	-2.3%	Shares	Sole	2025-01-23
2024-09-30	$3,440,813	16,318	+0.9%	Shares	Sole	2024-10-24
2024-06-30	$3,269,937	16,167	-0.5%	Shares	Sole	2024-07-30
2024-03-31	$3,253,873	16,245	+0.2%	Shares	Sole	2024-05-07
2023-12-31	$2,757,831	16,213	+6.6%	Shares	Sole	2024-02-06
2023-09-30	$2,204,884	15,204	-0.7%	Shares	Sole	2023-10-31
2023-06-30	$2,226,540	15,309	-4.2%	Shares	Sole	2023-08-04
2023-03-31	$2,083,135	15,986	+8.4%	Shares	Sole	2023-05-03
2022-12-31	$1,976,902	14,742	-0.4%	Shares	Sole	2023-02-07
2022-09-30	$1,546,391	14,798	-0.2%	Shares	Sole	2022-11-08
2022-06-30	$1,670,344	14,833	+1.2%	Shares	Sole	2022-07-19
2022-03-31	$1,998,587	14,661	-1.0%	Shares	Sole	2022-04-29
2021-12-31	$2,345,796	14,814	-5.6%	Shares	Sole	2022-01-24
2021-09-30	$2,567,641	15,686	-7.8%	Shares	Sole	2021-10-29
2021-06-30	$2,645,579	17,009	+12.5%	Shares	Sole	2021-08-02
2021-03-31	$2,300,804	15,114	-9.1%	Shares	Sole	2021-04-29
2020-12-31	$2,112,284	16,623	-42.8%	Shares	Sole	2021-01-21
2020-09-30	$2,799,916	29,084	-0.4%	Shares	Sole	2020-10-20
2020-06-30	$2,745,423	29,188	-1.9%	Shares	Sole	2020-07-20
2020-03-31	$2,679,652	29,764	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.