Private Advisory Group LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1632965 REDMOND, WA

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$16,751,767

+$3,315,421 QoQ

Shares Held

51,177

+12.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#1,104

of 5,058 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 86% Shared 1% None 13%

Financial Services · as of Jun 30, 2026

Private Advisory Group LLC holds $17,640,840 across 4 Banks - Diversified names. JPM ranks #1 (95.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	51,177	$16,751,767
2	BAC	Bank Of America Corp /De/	6,417	$365,640
3	WFC	Wells Fargo & Company/Mn	3,448	$284,942
4	C	Citigroup Inc	1,704	$238,491

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,751,767	51,177	+12.0%	Shares	Other	2026-08-06
2026-03-31	$13,436,346	45,677	+3.9%	Shares	Other	2026-05-08
2025-12-31	$14,166,724	43,966	+2.8%	Shares	Other	2026-01-15
2025-09-30	$13,493,463	42,778	-3.3%	Shares	Other	2025-11-10
2025-06-30	$12,827,936	44,248	+75.2%	Shares	Sole	2025-08-07
2025-03-31	$6,196,277	25,260	+20.9%	Shares	Other	2025-05-08
2024-12-31	$5,008,260	20,893	+5.1%	Shares	Other	2025-04-11
2024-09-30	$4,189,788	19,870	+994.8%	Shares	Sole	2024-10-09
2024-06-30	$367,101	1,815	+74.9%	Shares	Sole	2024-07-23
2024-03-31	$207,911	1,038	-98.5%	Shares	Sole	2024-05-14
2022-12-31	$9,133,148	68,107	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$7,094,609	67,891	-23.7%	Shares	Sole	2022-11-14
2022-06-30	$10,015,983	88,944	-4.9%	Shares	Sole	2022-08-12
2022-03-31	$12,753,417	93,555	+13.8%	Shares	Sole	2022-05-13
2021-12-31	$13,016,528	82,201	+4.8%	Shares	Sole	2022-01-27
2021-09-30	$12,833,950	78,404	+0.5%	Shares	Sole	2021-10-22
2021-06-30	$12,132,120	78,000	+21.0%	Shares	Sole	2021-08-02
2021-03-31	$9,815,181	64,476	-2.5%	Shares	Sole	2021-04-08
2020-12-31	$8,399,199	66,099	+1.1%	Shares	Sole	2021-02-05
2020-09-30	$6,295,095	65,390	-0.4%	Shares	Sole	2020-10-13
2020-06-30	$6,176,543	65,666	+1599.4%	Shares	Sole	2020-07-21
2020-03-31	$347,875	3,864	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.