Bell & Brown Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1725362 NEWPORT BEACH, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,513,839

+$998,352 QoQ

Shares Held

32,120

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.19%

of 13F equity value

Holder Rank

#1,402

of 5,058 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bell & Brown Wealth Advisors, LLC holds $20,180,296 across 3 Banks - Diversified names. JPM ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	32,120	$10,513,839
2	WFC	Wells Fargo & Company/Mn	62,997	$5,206,072
3	C	Citigroup Inc	31,869	$4,460,385

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,513,839	32,120	-0.7%	Shares	Sole	2026-08-10
2026-03-31	$9,515,487	32,348	-3.5%	Shares	Sole	2026-05-11
2025-09-30	$10,578,891	33,538	-1.3%	Shares	Sole	2025-11-07
2025-06-30	$9,852,011	33,983	+0.2%	Shares	Sole	2025-07-29
2025-03-31	$8,323,274	33,931	-0.1%	Shares	Sole	2025-05-07
2024-12-31	$8,145,345	33,980	+0.1%	Shares	Sole	2025-05-07
2024-09-30	$7,158,697	33,950	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$6,850,950	33,872	+2.8%	Shares	Sole	2024-08-13
2024-03-31	$6,602,889	32,965	-2.2%	Shares	Sole	2024-05-13
2023-12-31	$5,733,390	33,706	+0.8%	Shares	Sole	2024-02-12
2023-06-30	$4,863,513	33,440	+2.2%	Shares	Sole	2023-08-15
2023-03-31	$4,262,309	32,709	-1.8%	Shares	Sole	2023-04-14
2022-12-31	$4,467,005	33,311	+2.3%	Shares	Sole	2023-02-10
2022-09-30	$3,404,296	32,577	-1.1%	Shares	Sole	2022-10-26
2022-06-30	$3,707,909	32,927	-0.1%	Shares	Sole	2022-07-22
2022-03-31	$4,494,197	32,968	+1.6%	Shares	Sole	2022-05-02
2021-12-31	$5,136,874	32,440	+4.1%	Shares	Sole	2022-02-10
2021-09-30	$5,103,363	31,177	+2.9%	Shares	Sole	2021-11-12
2020-09-30	$2,915,633	30,286	+7.7%	Shares	Sole	2020-10-23
2020-06-30	$2,645,625	28,127	+4.4%	Shares	Defined	2020-08-07
2020-03-31	$2,425,768	26,944	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.