Wealthstar Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1602224 Plano, TX

Position in JPM

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

Position Value

$859,568

+$118,579 QoQ

Shares Held

2,626

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#3,807

of 5,058 holders

Holding Since

Sep 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealthstar Advisors, LLC holds $5,051,306 across 4 Banks - Diversified names. JPM ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ING	Ing Groep NV	57,923	$1,817,623
2	BNY	Bank of New York Mellon Corp	11,485	$1,660,845
3	JPM	Jpmorgan Chase & Co This page	2,626	$859,568
4	HSBC	Hsbc Holdings PLC	7,501	$713,270

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$859,568	2,626	+4.2%	Shares	Sole	2026-07-30
2026-03-31	$740,989	2,519	-3.7%	Shares	Sole	2026-04-27
2025-12-31	$843,249	2,617	+0.3%	Shares	Sole	2026-01-30
2025-09-30	$823,272	2,610	+5.5%	Shares	Sole	2025-11-12
2025-06-30	$717,527	2,475	-5.8%	Shares	Sole	2025-07-24
2025-03-31	$644,648	2,628	+41.4%	Shares	Sole	2025-04-25
2024-12-31	$445,381	1,858	+27.3%	Shares	Sole	2025-01-28
2024-03-31	$292,438	1,460	+11.9%	Shares	Sole	2024-04-19
2021-12-31	$206,646	1,305	-2.8%	Shares	Sole	2022-02-09
2021-09-30	$219,835	1,343	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.