Strategic Family Wealth Counselors, L.L.C.

Position in JPM — Jpmorgan Chase & Co

CIK 1729755 FAIRFIELD, NJ

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,654,980

+$164,178 QoQ

Shares Held

5,056

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#3,144

of 5,058 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Strategic Family Wealth Counselors, L.L.C. holds $2,945,712 across 5 Banks - Diversified names. JPM ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,056	$1,654,980
2	BAC	Bank Of America Corp /De/	7,653	$436,067
3	RY	Royal Bank Of Canada	1,499	$310,248
4	WFC	Wells Fargo & Company/Mn	3,309	$273,455
5	C	Citigroup Inc	1,936	$270,962

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,654,980	5,056	-0.2%	Shares	Sole	2026-08-14
2026-03-31	$1,490,802	5,068	-41.7%	Shares	Sole	2026-05-11
2025-12-31	$2,800,091	8,690	+53.8%	Shares	Sole	2026-02-04
2025-09-30	$1,782,810	5,652	-0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,638,861	5,653	+1.1%	Shares	Sole	2025-08-13
2025-03-31	$1,371,717	5,592	+4.1%	Shares	Sole	2025-05-08
2024-12-31	$1,287,961	5,373	+10.9%	Shares	Sole	2025-02-07
2024-09-30	$1,021,405	4,844	+34.4%	Shares	Sole	2024-11-01
2024-06-30	$728,742	3,603	+1.3%	Shares	Sole	2024-08-14
2024-03-31	$712,266	3,556	+0.3%	Shares	Sole	2024-05-14
2023-12-31	$603,174	3,546	+0.3%	Shares	Sole	2024-01-29
2023-09-30	$512,645	3,535	-0.4%	Shares	Sole	2023-11-13
2023-06-30	$516,312	3,550	+21.3%	Shares	Sole	2023-08-10
2023-03-31	$381,287	2,926	+0.4%	Shares	Sole	2023-05-16
2022-12-31	$390,901	2,915	+3.9%	Shares	Sole	2023-01-26
2022-09-30	$293,122	2,805	+4.5%	Shares	Sole	2022-11-14
2022-06-30	$302,357	2,685	+3.3%	Shares	Sole	2022-08-11
2022-03-31	$354,432	2,600	0.0%	Shares	Sole	2022-05-04
2021-12-31	$411,710	2,600	0.0%	Shares	Sole	2022-02-08
2021-09-30	$425,594	2,600	+62.5%	Shares	Sole	2021-11-09
2021-06-30	$248,864	1,600	0.0%	Shares	Sole	2021-07-29
2021-03-31	$243,568	1,600	-24.7%	Shares	Sole	2021-05-10
2020-06-30	$199,971	2,126	—	Shares	Sole	2020-07-13
No filing history on record for this holder in this stock.