LexAurum Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1729677 OVERLAND PARK, KS

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,017,327

+$287,229 QoQ

Shares Held

9,218

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#2,567

of 5,058 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LexAurum Advisors, LLC holds $7,055,780 across 5 Banks - Diversified names. JPM ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	9,218	$3,017,327
2	WFC	Wells Fargo & Company/Mn	19,788	$1,635,280
3	BAC	Bank Of America Corp /De/	22,207	$1,265,354
4	C	Citigroup Inc	4,548	$636,538
5	RY	Royal Bank Of Canada	2,422	$501,281

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,017,327	9,218	-0.7%	Shares	Sole	2026-07-15
2026-03-31	$2,730,098	9,281	+3.7%	Shares	Sole	2026-04-13
2025-09-30	$2,824,360	8,954	+5.9%	Shares	Sole	2025-11-06
2025-06-30	$2,450,609	8,453	-5.0%	Shares	Sole	2025-07-17
2025-03-31	$2,181,943	8,895	+1.7%	Shares	Sole	2025-04-14
2024-12-31	$2,096,024	8,744	+5.2%	Shares	Sole	2025-01-21
2024-09-30	$1,752,246	8,310	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$1,673,499	8,274	-2.5%	Shares	Sole	2024-07-15
2024-03-31	$1,698,944	8,482	-23.1%	Shares	Sole	2024-04-10
2023-12-31	$1,875,182	11,024	-1.4%	Shares	Sole	2024-01-10
2023-09-30	$1,621,468	11,181	+7.7%	Shares	Sole	2023-10-16
2023-06-30	$1,509,667	10,380	+62.6%	Shares	Sole	2023-07-25
2023-03-31	$832,029	6,385	+0.5%	Shares	Sole	2023-04-11
2022-12-31	$851,803	6,352	-1.3%	Shares	Sole	2023-01-23
2022-09-30	$672,771	6,438	-0.8%	Shares	Sole	2022-10-17
2022-06-30	$730,501	6,487	-6.1%	Shares	Sole	2022-08-05
2022-03-31	$942,107	6,911	-2.2%	Shares	Sole	2022-05-04
2021-12-31	$1,118,584	7,064	-46.7%	Shares	Sole	2022-01-24
2021-09-30	$2,169,547	13,254	-0.4%	Shares	Sole	2021-11-03
2021-06-30	$2,069,770	13,307	+5.0%	Shares	Sole	2021-07-19
2021-03-31	$1,928,754	12,670	+0.3%	Shares	Sole	2021-04-22
2020-12-31	$1,604,385	12,626	+8.0%	Shares	Sole	2021-01-20
2020-09-30	$1,125,781	11,694	+15.0%	Shares	Sole	2020-10-22
2020-06-30	$956,590	10,170	-3.5%	Shares	Sole	2020-07-22
2020-03-31	$948,376	10,534	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.