FAS Wealth Partners, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1596957 LEAWOOD, KS

Back to JPM Full portfolio

Position in JPM

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

Position Value

$15,140,321

+$2,336,419 QoQ

Shares Held

46,254

+6.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.51%

of 13F equity value

Holder Rank

#1,157

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Jun 30, 2026

CallValue

$196,398

CallShares

600

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

FAS Wealth Partners, Inc. holds $19,826,856 across 5 Banks - Diversified names. JPM ranks #1 (76.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	46,254	$15,140,321
2	BAC	Bank Of America Corp /De/	55,001	$3,133,956
3	WFC	Wells Fargo & Company/Mn	8,934	$738,305
4	C	Citigroup Inc	4,079	$570,896
5	BNY	Bank of New York Mellon Corp	1,683	$243,378

All Filings in JPM

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,140,321	46,254	+6.3%	Shares	Sole	2026-07-29
2026-06-30	$196,398	600	—	Call	Sole	2026-07-29
2026-03-31	$12,803,902	43,527	+4.3%	Shares	Sole	2026-06-10
2025-12-31	$13,447,207	41,733	+5.3%	Shares	Sole	2026-02-18
2025-09-30	$12,503,014	39,638	+1.7%	Shares	Sole	2025-10-29
2025-06-30	$11,301,271	38,982	+7.6%	Shares	Sole	2025-08-14
2025-03-31	$8,882,803	36,212	+2.2%	Shares	Sole	2025-05-05
2024-12-31	$8,495,801	35,442	+1.7%	Shares	Sole	2025-02-14
2024-09-30	$7,351,212	34,863	+4.9%	Shares	Sole	2024-10-17
2024-06-30	$6,724,942	33,249	+3.0%	Shares	Sole	2024-07-29
2024-03-31	$6,463,881	32,271	+1.8%	Shares	Sole	2024-04-29
2023-12-31	$5,393,700	31,709	+13.3%	Shares	Sole	2024-01-23
2023-09-30	$4,058,384	27,985	+5.6%	Shares	Sole	2023-10-23
2023-06-30	$3,856,050	26,513	+8.5%	Shares	Sole	2023-08-08
2023-03-31	$3,183,864	24,433	-0.7%	Shares	Sole	2023-05-11
2022-12-31	$3,299,396	24,604	+9.6%	Shares	Sole	2023-02-01
2022-09-30	$2,345,502	22,445	+15.9%	Shares	Sole	2022-10-20
2022-06-30	$2,180,917	19,367	+13.8%	Shares	Sole	2022-08-02
2022-03-31	$2,319,075	17,012	+15.9%	Shares	Sole	2022-05-04
2021-12-31	$2,323,469	14,673	+17.7%	Shares	Sole	2022-02-11
2021-09-30	$2,040,723	12,467	+14.6%	Shares	Sole	2021-11-15
2021-06-30	$1,691,497	10,875	+13.3%	Shares	Sole	2021-07-29
2021-03-31	$1,460,951	9,597	+5.6%	Shares	Sole	2021-05-17
2020-12-31	$1,154,939	9,089	-2.0%	Shares	Sole	2021-02-10
2020-09-30	$893,289	9,279	+6.4%	Shares	Sole	2020-11-16
2020-06-30	$820,297	8,721	+14.6%	Shares	Sole	2020-07-21
2020-03-31	$685,398	7,613	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.