Summit Financial Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1632283 Lafayette, LA

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,967,894

+$547,696 QoQ

Shares Held

12,122

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#2,304

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

Summit Financial Wealth Advisors, LLC holds $6,944,138 across 5 Banks - Diversified names. JPM ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	12,122	$3,967,894
2	BAC	Bank Of America Corp /De/	17,501	$997,206
3	C	Citigroup Inc	6,421	$898,683
4	BNY	Bank of New York Mellon Corp	5,869	$848,716
5	WFC	Wells Fargo & Company/Mn	2,803	$231,639

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,967,894	12,122	+4.3%	Shares	Sole	2026-07-15
2026-03-31	$3,420,198	11,627	+2.9%	Shares	Sole	2026-05-26
2025-12-31	$3,640,441	11,298	-0.8%	Shares	Sole	2026-01-27
2025-09-30	$3,591,485	11,386	+10.9%	Shares	Sole	2025-10-03
2025-06-30	$2,977,085	10,269	+7.5%	Shares	Sole	2025-09-29
2025-03-31	$2,343,841	9,555	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$2,285,395	9,534	-0.5%	Shares	Sole	2025-02-13
2024-09-30	$2,019,827	9,579	+0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,937,044	9,577	+0.7%	Shares	Sole	2024-08-12
2024-03-31	$1,904,853	9,510	+0.4%	Shares	Sole	2024-05-02
2023-12-31	$1,611,357	9,473	+3.2%	Shares	Sole	2024-01-19
2023-09-30	$1,331,138	9,179	+8.6%	Shares	Sole	2023-11-13
2023-06-30	$1,228,968	8,450	-4.6%	Shares	Sole	2023-07-12
2023-03-31	$1,154,546	8,860	+1.2%	Shares	Sole	2023-04-10
2022-12-31	$1,173,777	8,753	+2.5%	Shares	Sole	2023-01-17
2022-09-30	$892,430	8,540	+6.7%	Shares	Sole	2022-10-28
2022-06-30	$901,668	8,007	+7.1%	Shares	Sole	2022-07-26
2022-03-31	$1,019,264	7,477	-8.2%	Shares	Sole	2022-05-06
2021-12-31	$1,289,444	8,143	+0.7%	Shares	Sole	2022-01-12
2021-09-30	$1,323,761	8,087	+6.7%	Shares	Sole	2021-11-05
2021-06-30	$1,178,371	7,576	-10.2%	Shares	Sole	2021-08-09
2021-03-31	$1,283,603	8,432	-19.5%	Shares	Sole	2021-04-23
2020-12-31	$1,330,804	10,473	+13.4%	Shares	Sole	2021-01-11
2020-09-30	$889,053	9,235	-25.4%	Shares	Sole	2020-11-09
2020-06-30	$1,163,804	12,373	-10.0%	Shares	Sole	2020-07-16
2020-03-31	$1,238,182	13,753	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.