E&G Advisors, LP

Position in JPM — Jpmorgan Chase & Co

CIK 1598550 HOUSTON, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$9,605,171

+$956,573 QoQ

Shares Held

29,344

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.93%

of 13F equity value

Holder Rank

#1,497

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

E&G Advisors, LP holds $15,230,766 across 5 Banks - Diversified names. JPM ranks #1 (63.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	29,344	$9,605,171
2	C	Citigroup Inc	17,170	$2,403,113
3	BAC	Bank Of America Corp /De/	41,023	$2,337,490
4	WFC	Wells Fargo & Company/Mn	7,337	$606,329
5	BNY	Bank of New York Mellon Corp	1,927	$278,663

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,605,171	29,344	-0.2%	Shares	Sole	2026-07-23
2026-03-31	$8,648,598	29,401	-2.9%	Shares	Sole	2026-04-21
2025-12-31	$9,756,821	30,280	-2.9%	Shares	Sole	2026-01-23
2025-09-30	$9,832,899	31,173	+0.5%	Shares	Sole	2025-10-21
2025-06-30	$8,991,848	31,016	-2.5%	Shares	Sole	2025-07-14
2025-03-31	$7,803,728	31,813	-1.2%	Shares	Sole	2025-04-23
2024-12-31	$7,718,182	32,198	-0.7%	Shares	Sole	2025-01-24
2024-09-30	$6,839,876	32,438	+0.3%	Shares	Sole	2024-10-18
2024-06-30	$6,540,683	32,338	+1.2%	Shares	Sole	2024-07-18
2024-03-31	$6,401,988	31,962	+2.0%	Shares	Sole	2024-04-19
2023-12-31	$5,332,294	31,348	-3.2%	Shares	Sole	2024-01-25
2023-09-30	$4,698,212	32,397	-0.4%	Shares	Sole	2023-10-25
2023-06-30	$4,730,726	32,527	-1.5%	Shares	Sole	2023-07-21
2023-03-31	$4,303,748	33,027	-0.9%	Shares	Sole	2023-07-20
2022-12-31	$4,469,016	33,326	-1.9%	Shares	Sole	2023-01-13
2022-09-30	$3,550,492	33,976	-2.0%	Shares	Sole	2022-10-11
2022-06-30	$3,902,161	34,652	+1.0%	Shares	Sole	2022-07-06
2022-03-31	$4,676,048	34,302	-2.0%	Shares	Sole	2022-04-12
2021-12-31	$5,542,566	35,002	-0.4%	Shares	Sole	2022-01-13
2021-09-30	$5,754,030	35,152	—	Shares	Sole	2021-10-20
2021-06-30	$5,446,000	0	-100.0%	Shares	Sole	2021-07-12
2021-03-31	$5,375,545	35,312	+0.7%	Shares	Sole	2021-04-12
2020-12-31	$4,455,455	35,063	-1.0%	Shares	Sole	2021-01-26
2020-09-30	$3,409,209	35,413	+1.4%	Shares	Sole	2020-10-13
2020-06-30	$3,283,634	34,910	+4.6%	Shares	Sole	2020-07-07
2020-03-31	$3,003,850	33,365	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.