Providence Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1744955 FRANKFORT, IL

Position in JPM

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

Position Value

$6,953,143

+$811,671 QoQ

Shares Held

21,242

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.16%

of 13F equity value

Holder Rank

#1,783

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Providence Wealth Advisors, LLC holds $8,730,555 across 3 Banks - Diversified names. JPM ranks #1 (79.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	21,242	$6,953,143
2	WFC	Wells Fargo & Company/Mn	17,638	$1,457,604
3	C	Citigroup Inc	2,285	$319,808

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,953,143	21,242	+1.7%	Shares	Sole	2026-07-30
2026-03-31	$6,141,472	20,878	-0.2%	Shares	Sole	2026-05-05
2025-12-31	$6,741,164	20,921	+0.2%	Shares	Sole	2026-02-06
2025-09-30	$6,585,547	20,878	-0.1%	Shares	Sole	2025-11-05
2025-06-30	$6,059,119	20,900	+0.7%	Shares	Sole	2025-08-12
2025-03-31	$5,092,918	20,762	-0.2%	Shares	Sole	2025-05-07
2024-12-31	$4,985,968	20,800	-2.9%	Shares	Sole	2025-02-12
2024-09-30	$4,518,518	21,429	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$4,324,116	21,379	+0.7%	Shares	Sole	2024-08-09
2024-03-31	$4,251,167	21,224	+204.9%	Shares	Sole	2024-05-13
2023-12-31	$1,184,066	6,961	-67.0%	Shares	Sole	2024-02-14
2023-09-30	$3,059,051	21,094	+0.4%	Shares	Sole	2023-11-13
2023-06-30	$3,055,548	21,009	+33.5%	Shares	Sole	2023-08-08
2023-03-31	$2,050,558	15,736	-1.9%	Shares	Sole	2023-05-11
2022-12-31	$2,150,427	16,036	-0.6%	Shares	Sole	2023-02-13
2022-09-30	$1,686,003	16,134	-2.1%	Shares	Sole	2022-11-14
2022-06-30	$1,855,925	16,481	+4.5%	Shares	Sole	2022-08-10
2022-03-31	$2,150,720	15,777	+1.8%	Shares	Sole	2022-05-10
2021-12-31	$2,454,741	15,502	-0.3%	Shares	Sole	2022-01-12
2021-09-30	$2,545,706	15,552	-2.1%	Shares	Sole	2021-11-15
2021-06-30	$2,469,975	15,880	+0.5%	Shares	Sole	2021-08-12
2021-03-31	$2,405,842	15,804	+1.3%	Shares	Sole	2021-05-17
2020-12-31	$1,981,910	15,597	+6.2%	Shares	Sole	2021-02-16
2020-09-30	$1,413,436	14,682	-6.0%	Shares	Sole	2020-11-10
2020-06-30	$1,469,217	15,620	+8.2%	Shares	Sole	2020-08-07
2020-03-31	$1,299,493	14,434	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.