Vanguard Capital Wealth Advisors

Position in JPM — Jpmorgan Chase & Co

CIK 1730578 DENVER, CO

Position in JPM

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

Position Value

$466,445

-$143,642 QoQ

Shares Held

1,425

-31.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#4,346

of 5,058 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Vanguard Capital Wealth Advisors holds $2,528,467 across 3 Banks - Diversified names. JPM ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	28,181	$1,605,753
2	JPM	Jpmorgan Chase & Co This page	1,425	$466,445
3	C	Citigroup Inc	3,260	$456,269

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,445	1,425	-31.3%	Shares	Sole	2026-07-23
2026-03-31	$610,087	2,074	+0.4%	Shares	Sole	2026-04-21
2025-12-31	$665,706	2,066	-5.6%	Shares	Sole	2026-01-16
2025-09-30	$690,160	2,188	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$633,453	2,185	-18.3%	Shares	Sole	2025-07-11
2025-03-31	$655,932	2,674	+0.1%	Shares	Sole	2025-04-11
2024-12-31	$640,265	2,671	+0.1%	Shares	Sole	2025-02-18
2024-09-30	$562,574	2,668	-20.5%	Shares	Sole	2024-10-25
2024-06-30	$679,189	3,358	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$671,205	3,351	+0.2%	Shares	Sole	2024-04-16
2023-12-31	$568,814	3,344	-5.4%	Shares	Sole	2024-02-05
2023-09-30	$512,790	3,536	+34.1%	Shares	Sole	2023-11-01
2023-06-30	$383,379	2,636	-3.3%	Shares	Sole	2023-11-01
2023-03-31	$355,355	2,727	+0.3%	Shares	Sole	2023-04-21
2022-12-31	$364,617	2,719	+8.3%	Shares	Sole	2023-01-18
2022-09-30	$262,399	2,511	-7.0%	Shares	Sole	2022-10-21
2022-06-30	$304,047	2,700	-37.8%	Shares	Sole	2022-08-04
2022-03-31	$591,901	4,342	-7.3%	Shares	Sole	2022-04-29
2021-12-31	$741,711	4,684	+74.9%	Shares	Sole	2022-02-02
2021-09-30	$438,361	2,678	+0.2%	Shares	Sole	2021-11-01
2021-06-30	$415,602	2,672	+0.1%	Shares	Sole	2021-07-28
2021-03-31	$406,149	2,668	+0.1%	Shares	Sole	2021-04-12
2020-12-31	$338,641	2,665	+8.6%	Shares	Sole	2021-01-25
2020-06-30	$230,917	2,455	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.