IBEX WEALTH ADVISORS

Position in JPM — Jpmorgan Chase & Co

CIK 1686242 BEDMINSTER, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,896,870

-$4,525,669 QoQ

Shares Held

8,850

-64.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,604

of 5,058 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $20,708,102 across 4 Banks - Diversified names. JPM ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	64,931	$9,389,671
2	C	Citigroup Inc	56,077	$7,848,536
3	JPM	Jpmorgan Chase & Co This page	8,850	$2,896,870
4	WFC	Wells Fargo & Company/Mn	6,934	$573,025

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,896,870	8,850	-64.9%	Shares	Sole	2026-07-27
2026-03-31	$7,422,539	25,233	+2.1%	Shares	Sole	2026-04-30
2025-12-31	$7,966,567	24,724	+184.4%	Shares	Sole	2026-02-17
2025-09-30	$2,741,717	8,692	+5.5%	Shares	Sole	2025-11-12
2025-06-30	$2,387,408	8,235	-67.4%	Shares	Sole	2025-08-07
2025-03-31	$6,205,844	25,299	+20.9%	Shares	Sole	2025-04-15
2024-12-31	$5,016,890	20,929	+484.3%	Shares	Sole	2025-01-23
2024-06-30	$724,495	3,582	+119300.0%	Shares	Sole	2024-08-06
2023-12-31	$510	3	-99.8%	Shares	Sole	2024-01-29
2023-09-30	$215,064	1,483	-88.3%	Shares	Sole	2023-11-07
2021-12-31	$2,010,569	12,697	+13.5%	Shares	Sole	2022-02-22
2021-09-30	$1,830,545	11,183	+20.6%	Shares	Sole	2021-11-12
2021-06-30	$1,442,633	9,275	-79.5%	Shares	Sole	2021-08-20
2020-03-31	$4,067,465	45,179	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.