HCR Wealth Advisors

Position in JPM — Jpmorgan Chase & Co

CIK 1697715 LOS ANGELES, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$10,184,218

+$1,071,142 QoQ

Shares Held

31,113

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#1,426

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HCR Wealth Advisors holds $15,316,294 across 4 Banks - Diversified names. JPM ranks #1 (66.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	31,113	$10,184,218
2	BAC	Bank Of America Corp /De/	53,993	$3,076,521
3	WFC	Wells Fargo & Company/Mn	13,772	$1,138,118
4	C	Citigroup Inc	6,555	$917,437

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,184,218	31,113	+0.4%	Shares	Sole	2026-07-13
2026-03-31	$9,113,076	30,980	-0.3%	Shares	Sole	2026-04-21
2025-12-31	$10,013,953	31,078	+1.4%	Shares	Sole	2026-01-27
2025-09-30	$9,671,714	30,662	+2.9%	Shares	Sole	2025-10-03
2025-06-30	$8,636,708	29,791	-0.7%	Shares	Sole	2025-07-17
2025-03-31	$7,360,471	30,006	-0.3%	Shares	Sole	2025-04-21
2024-12-31	$7,217,907	30,111	+0.1%	Shares	Sole	2025-01-14
2024-09-30	$6,340,138	30,068	+2.0%	Shares	Sole	2024-10-10
2024-06-30	$5,962,827	29,481	-0.1%	Shares	Sole	2024-08-07
2024-03-31	$5,910,051	29,506	+2.2%	Shares	Sole	2024-05-10
2023-12-31	$4,909,256	28,861	+49.6%	Shares	Sole	2024-02-09
2023-09-30	$2,797,435	19,290	-21.8%	Shares	Sole	2023-10-20
2023-06-30	$3,588,586	24,674	+9.5%	Shares	Sole	2023-08-10
2023-03-31	$2,937,187	22,540	-1.7%	Shares	Sole	2023-05-12
2022-12-31	$3,074,376	22,926	-3.4%	Shares	Sole	2023-02-13
2022-09-30	$2,479,367	23,726	-1.2%	Shares	Sole	2022-11-07
2022-06-30	$2,703,878	24,011	-1.4%	Shares	Sole	2022-08-12
2022-03-31	$3,319,255	24,349	+1.6%	Shares	Sole	2022-05-05
2021-12-31	$3,794,541	23,963	-0.6%	Shares	Sole	2022-02-04
2021-09-30	$3,948,039	24,119	+6.8%	Shares	Sole	2021-11-02
2021-06-30	$3,513,804	22,591	+7.3%	Shares	Sole	2021-07-21
2021-03-31	$3,204,593	21,051	-9.5%	Shares	Sole	2021-05-13
2020-12-31	$2,955,139	23,256	+9.5%	Shares	Sole	2021-02-04
2020-09-30	$2,045,352	21,246	+3.1%	Shares	Sole	2020-11-05
2020-06-30	$1,937,447	20,598	+5.6%	Shares	Sole	2020-07-30
2020-03-31	$1,755,585	19,500	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.