Warren Street Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1703496 IRVINE, CA

Position in JPM

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

Position Value

$1,019,305

+$119,176 QoQ

Shares Held

3,114

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#3,621

of 5,048 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Financial Services · as of Jun 30, 2026

Warren Street Wealth Advisors, LLC holds $2,176,819 across 6 Banks - Diversified names. JPM ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,114	$1,019,305
2	HSBC	Hsbc Holdings PLC	2,645	$251,513
3	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	9,670	$242,330
4	WFC	Wells Fargo & Company/Mn	2,695	$222,714
5	BAC	Bank Of America Corp /De/	3,877	$220,911
6	UBS	UBS Group AG	4,440	$220,046

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,019,305	3,114	+1.8%	Shares	Sole	2026-07-23
2026-03-31	$900,129	3,060	+0.8%	Shares	Sole	2026-04-16
2025-12-31	$978,582	3,037	-22.4%	Shares	Sole	2026-01-29
2025-09-30	$1,233,962	3,912	-0.1%	Shares	Sole	2025-10-17
2025-06-30	$1,135,577	3,917	-0.6%	Shares	Sole	2025-07-18
2025-03-31	$966,727	3,941	+2.2%	Shares	Sole	2025-04-10
2024-12-31	$924,561	3,857	-5.4%	Shares	Sole	2025-01-29
2024-09-30	$859,887	4,078	-0.5%	Shares	Sole	2024-10-18
2024-06-30	$828,659	4,097	+0.7%	Shares	Sole	2024-07-30
2024-03-31	$814,620	4,067	+16.1%	Shares	Sole	2024-04-30
2023-12-31	$595,690	3,502	+6.5%	Shares	Sole	2024-03-19
2023-09-30	$476,970	3,289	+3.7%	Shares	Sole	2023-10-19
2023-06-30	$461,335	3,172	+99.9%	Shares	Sole	2023-07-17
2023-03-31	$206,801	1,587	—	Shares	Sole	2023-04-28
No filing history on record for this holder in this stock.