Benchmark Financial Wealth Advisors, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1757706
BOCA RATON, FL
Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,657,926
-$112,328 QoQ
Shares Held
5,065
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#3,142
of 5,058 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Benchmark Financial Wealth Advisors, LLC holds $4,503,347 across 5 Banks - Diversified names. JPM ranks #1 (36.8% of the industry book) .
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,657,926 | 5,065 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,770,254 | 6,018 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,805,398 | 5,603 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,612,162 | 5,111 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,482,889 | 5,115 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,015,051 | 4,138 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $921,924 | 3,846 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $796,839 | 3,779 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $602,937 | 2,981 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $529,993 | 2,646 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $385,446 | 2,266 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $284,529 | 1,962 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $249,575 | 1,716 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $249,673 | 1,916 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $255,460 | 1,905 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $213,180 | 2,040 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $235,805 | 2,094 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $204,746 | 1,293 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||