NWAM LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1655006 MERCER ISLAND, WA

Position in JPM

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

Position Value

$9,125,960

+$2,883,003 QoQ

Shares Held

27,880

+31.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,552

of 5,056 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NWAM LLC holds $17,862,986 across 8 Banks - Diversified names. JPM ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	27,880	$9,125,960
2	SAN	Banco Santander, S.A.	248,251	$3,425,863
3	BAC	Bank Of America Corp /De/	35,676	$2,032,818
4	C	Citigroup Inc	10,364	$1,450,545
5	BMO	Bank Of Montreal /Can/	3,670	$648,489
6	WFC	Wells Fargo & Company/Mn	6,376	$526,912
7	BNS	Bank Of Nova Scotia	4,288	$372,369
8	RY	Royal Bank Of Canada	1,353	$280,030

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,125,960	27,880	+31.4%	Shares	Sole	2026-07-23
2026-03-31	$6,242,957	21,223	-2.9%	Shares	Sole	2026-05-04
2025-12-31	$7,042,762	21,857	-11.4%	Shares	Sole	2026-02-04
2025-09-30	$7,782,288	24,672	-0.4%	Shares	Sole	2026-02-04
2025-06-30	$7,180,200	24,767	+23.4%	Shares	Sole	2026-02-04
2025-03-31	$4,923,171	20,070	-18.0%	Shares	Sole	2025-05-05
2024-12-31	$5,865,224	24,468	+1.3%	Shares	Sole	2025-02-05
2024-09-30	$5,093,745	24,157	+25.6%	Shares	Sole	2024-11-12
2024-03-31	$3,853,772	19,240	-7.4%	Shares	Sole	2024-05-09
2023-12-31	$3,533,487	20,773	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$3,016,996	20,804	-3.4%	Shares	Sole	2023-11-01
2023-06-30	$3,130,886	21,527	+14.9%	Shares	Sole	2023-08-10
2023-03-31	$2,441,748	18,738	-26.3%	Shares	Sole	2023-05-12
2022-12-31	$3,408,017	25,414	-4.0%	Shares	Sole	2023-02-08
2022-09-30	$2,765,906	26,468	+4.5%	Shares	Sole	2022-11-14
2022-06-30	$2,852,523	25,331	+0.1%	Shares	Sole	2022-08-10
2022-03-31	$3,450,395	25,311	-0.5%	Shares	Sole	2022-05-12
2021-12-31	$4,029,532	25,447	+7.8%	Shares	Sole	2022-02-10
2021-09-30	$3,863,084	23,600	-3.5%	Shares	Sole	2021-11-03
2021-06-30	$3,802,953	24,450	-1.1%	Shares	Sole	2021-08-04
2021-03-31	$3,765,256	24,734	+29.8%	Shares	Sole	2021-04-23
2020-12-31	$2,421,572	19,057	-3.2%	Shares	Sole	2021-01-22
2020-09-30	$1,895,171	19,686	-17.9%	Shares	Sole	2020-10-16
2020-06-30	$2,255,088	23,975	-22.6%	Shares	Sole	2020-07-21
2020-03-31	$2,787,328	30,960	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.