HHM Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1750086 CHATTANOOGA, TN

Position in JPM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,499,812

+$395,248 QoQ

Shares Held

10,692

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.05%

of 13F equity value

Holder Rank

#2,417

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HHM Wealth Advisors, LLC holds $5,272,391 across 11 Banks - Diversified names. JPM ranks #1 (66.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,692	$3,499,812
2	BAC	Bank Of America Corp /De/	17,332	$987,577
3	WFC	Wells Fargo & Company/Mn	6,406	$529,391
4	BNY	Bank of New York Mellon Corp	767	$110,915
5	C	Citigroup Inc	292	$40,868
6	BCS	Barclays PLC	1,084	$29,116
7	HSBC	Hsbc Holdings PLC	235	$22,346
8	UBS	UBS Group AG	392	$19,427

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,499,812	10,692	+1.3%	Shares	Sole	2026-07-13
2026-03-31	$3,104,564	10,554	+5.4%	Shares	Sole	2026-04-17
2025-12-31	$3,227,677	10,017	+0.2%	Shares	Sole	2026-01-22
2025-09-30	$3,153,353	9,997	-2.4%	Shares	Sole	2025-10-29
2025-06-30	$2,969,258	10,242	-1.0%	Shares	Sole	2025-08-11
2025-03-31	$2,536,647	10,341	+0.4%	Shares	Sole	2025-05-08
2024-12-31	$2,469,732	10,303	+55.2%	Shares	Sole	2025-01-24
2024-09-30	$1,399,899	6,639	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,342,803	6,639	+4.8%	Shares	Sole	2024-08-07
2024-03-31	$1,268,299	6,332	-2.3%	Shares	Sole	2024-05-14
2023-12-31	$1,102,588	6,482	+3.6%	Shares	Sole	2024-02-05
2023-09-30	$907,680	6,259	-3.4%	Shares	Sole	2023-11-03
2023-06-30	$942,160	6,478	-1.4%	Shares	Sole	2023-08-14
2023-03-31	$856,006	6,569	+25.8%	Shares	Sole	2023-05-02
2022-12-31	$700,404	5,223	+12.2%	Shares	Sole	2023-01-19
2022-09-30	$486,343	4,654	-15.2%	Shares	Sole	2022-11-04
2022-06-30	$618,003	5,488	+12.3%	Shares	Sole	2022-08-08
2022-03-31	$666,059	4,886	+8.9%	Shares	Sole	2022-04-27
2021-12-31	$710,674	4,488	+0.7%	Shares	Sole	2022-02-03
2021-09-30	$729,402	4,456	0.0%	Shares	Sole	2021-11-02
2021-06-30	$693,086	4,456	-7.2%	Shares	Sole	2021-07-27
2021-03-31	$731,008	4,802	+5.4%	Shares	Sole	2021-04-23
2020-12-31	$578,803	4,555	+4.8%	Shares	Sole	2021-01-28
2020-09-30	$418,293	4,345	+1.2%	Shares	Sole	2020-11-12
2020-06-30	$403,799	4,293	-5.4%	Shares	Sole	2020-08-13
2020-03-31	$408,376	4,536	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.