Global Wealth Management Investment Advisory, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1767855 FORT LAUDERDALE, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$14,372,078

+$2,045,010 QoQ

Shares Held

43,907

+4.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.30%

of 13F equity value

Holder Rank

#1,187

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

Global Wealth Management Investment Advisory, Inc. holds $29,953,123 across 4 Banks - Diversified names. JPM ranks #2 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	264,099	$15,048,361
2	JPM	Jpmorgan Chase & Co This page	43,907	$14,372,078
3	BNS	Bank Of Nova Scotia	3,420	$296,992
4	C	Citigroup Inc	1,684	$235,692

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,372,078	43,907	+4.8%	Shares	Sole	2026-07-29
2026-03-31	$12,327,068	41,906	+3.6%	Shares	Sole	2026-05-01
2025-12-31	$13,027,999	40,432	+2.8%	Shares	Sole	2026-02-04
2025-09-30	$12,411,855	39,349	-6.3%	Shares	Sole	2025-10-27
2025-06-30	$12,175,930	41,999	-3.9%	Shares	Sole	2025-08-07
2025-03-31	$10,720,591	43,704	-1.6%	Shares	Sole	2025-04-29
2024-12-31	$10,648,157	44,421	+2.0%	Shares	Sole	2025-01-29
2024-09-30	$9,184,639	43,558	+1.8%	Shares	Sole	2024-10-30
2024-06-30	$8,657,739	42,805	+3.5%	Shares	Sole	2024-08-05
2024-03-31	$8,285,609	41,366	-4.5%	Shares	Sole	2024-05-10
2023-12-31	$7,365,159	43,299	-0.8%	Shares	Sole	2024-02-05
2023-09-30	$6,332,733	43,668	+1.1%	Shares	Sole	2023-11-06
2023-06-30	$6,279,953	43,179	+2.6%	Shares	Sole	2023-08-10
2023-03-31	$5,483,966	42,084	+3.3%	Shares	Sole	2023-05-08
2022-12-31	$5,463,636	40,743	+1.4%	Shares	Sole	2023-02-07
2022-09-30	$4,197,138	40,164	+4.1%	Shares	Sole	2022-11-09
2022-06-30	$4,345,957	38,593	+20.2%	Shares	Sole	2022-08-15
2022-03-31	$4,378,325	32,118	+3.2%	Shares	Sole	2022-05-17
2021-12-31	$4,930,385	31,136	+1.8%	Shares	Sole	2022-02-15
2021-09-30	$5,008,586	30,598	+5.9%	Shares	Sole	2021-11-16
2021-06-30	$4,493,861	28,892	+2.1%	Shares	Sole	2021-08-11
2021-03-31	$4,306,130	28,287	-4.8%	Shares	Sole	2021-05-17
2020-12-31	$3,776,520	29,720	+1.3%	Shares	Sole	2021-02-16
2020-09-30	$2,824,850	29,343	+12.3%	Shares	Sole	2020-11-16
2020-06-30	$2,457,035	26,122	+9.2%	Shares	Sole	2020-08-12
2020-03-31	$2,154,327	23,929	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.