GM Advisory Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1598304 MELVILLE, NY

Position in JPM

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$11,552,545

+$529,077 QoQ

Shares Held

39,273

+14.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

GM Advisory Group, LLC holds $18,850,075 across 6 Banks - Diversified names. JPM ranks #1 (61.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	39,273	$11,552,545
2	BAC	Bank Of America Corp /De/	62,399	$3,041,951
3	WFC	Wells Fargo & Company/Mn	27,659	$2,201,932
4	C	Citigroup Inc	11,873	$1,346,516
5	BNY	Bank of New York Mellon Corp	3,254	$386,022
6	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	14,825	$321,109

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,552,545	39,273	+14.8%	Shares	Sole	2026-04-28
2025-12-31	$11,023,468	34,211	+2.6%	Shares	Sole	2026-02-13
2025-09-30	$10,521,798	33,357	+1.5%	Shares	Sole	2025-11-19
2025-06-30	$9,528,182	32,866	+13.6%	Shares	Sole	2025-08-13
2025-03-31	$7,094,076	28,920	+3.3%	Shares	Sole	2025-05-14
2024-12-31	$6,709,003	27,988	+1.4%	Shares	Sole	2025-02-11
2024-09-30	$5,820,579	27,604	+1.8%	Shares	Sole	2024-11-12
2024-06-30	$5,487,111	27,129	+0.4%	Shares	Sole	2024-08-12
2024-03-31	$5,411,104	27,015	-1.1%	Shares	Sole	2024-05-09
2023-12-31	$4,647,302	27,321	+4.1%	Shares	Sole	2024-02-12
2023-09-30	$3,805,324	26,240	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$3,788,130	26,046	+13.5%	Shares	Sole	2023-08-14
2023-03-31	$2,989,962	22,945	-26.3%	Shares	Sole	2023-05-12
2022-12-31	$4,172,521	31,115	+0.2%	Shares	Sole	2023-02-13
2022-09-30	$3,244,411	31,047	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$3,521,427	31,271	-7.1%	Shares	Sole	2022-08-15
2022-03-31	$4,586,759	33,647	+1.6%	Shares	Sole	2022-05-13
2021-12-31	$5,243,126	33,111	+2.3%	Shares	Sole	2022-02-10
2021-09-30	$5,297,826	32,365	-4.2%	Shares	Sole	2021-11-12
2021-06-30	$5,256,007	33,792	-2.2%	Shares	Sole	2021-08-16
2021-03-31	$5,258,785	34,545	-1.4%	Shares	Sole	2021-05-13
2020-12-31	$4,453,168	35,045	-3.8%	Shares	Sole	2021-02-12
2020-09-30	$3,507,789	36,437	+3.0%	Shares	Sole	2020-11-12
2020-06-30	$3,327,372	35,375	+10.3%	Shares	Sole	2020-08-13
2020-03-31	$2,886,541	32,062	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.