Foster Victor Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1769063 GREENVILLE, SC

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,503,406

+$284,564 QoQ

Shares Held

13,758

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,194

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Foster Victor Wealth Advisors, LLC holds $40,242,561 across 4 Banks - Diversified names. JPM ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	150,446	$21,056,422
2	BAC	Bank Of America Corp /De/	253,654	$14,453,204
3	JPM	Jpmorgan Chase & Co This page	13,758	$4,503,406
4	RY	Royal Bank Of Canada	1,109	$229,529

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,503,406	13,758	-4.1%	Shares	Sole	2026-07-22
2026-03-31	$4,218,842	14,342	+2.0%	Shares	Sole	2026-04-20
2025-12-31	$4,529,446	14,057	+64.0%	Shares	Sole	2026-01-26
2025-09-30	$2,703,865	8,572	+3.3%	Shares	Sole	2025-10-10
2025-06-30	$2,406,542	8,301	+2.2%	Shares	Sole	2025-07-15
2025-03-31	$1,993,307	8,126	-2.4%	Shares	Sole	2025-04-17
2024-12-31	$1,996,544	8,329	+1.0%	Shares	Sole	2025-01-23
2024-09-30	$1,739,173	8,248	+0.2%	Shares	Sole	2024-10-15
2024-06-30	$1,665,408	8,234	+7.8%	Shares	Sole	2024-07-18
2024-03-31	$1,529,290	7,635	+1.0%	Shares	Sole	2024-04-26
2023-12-31	$1,286,126	7,561	+2.8%	Shares	Sole	2024-01-19
2023-09-30	$1,067,057	7,358	-7.9%	Shares	Sole	2023-10-16
2023-06-30	$1,162,065	7,990	+4.9%	Shares	Sole	2023-07-17
2023-03-31	$992,571	7,617	+10.3%	Shares	Sole	2023-04-20
2022-12-31	$926,094	6,906	-0.2%	Shares	Sole	2023-01-27
2022-09-30	$723,140	6,920	+10.8%	Shares	Sole	2022-10-24
2022-06-30	$703,362	6,246	+14.7%	Shares	Sole	2022-07-19
2022-03-31	$742,398	5,446	+4.8%	Shares	Sole	2022-04-14
2021-12-31	$823,261	5,199	+3.5%	Shares	Sole	2022-01-19
2021-09-30	$822,214	5,023	-4.1%	Shares	Sole	2021-10-08
2021-06-30	$814,562	5,237	-0.0%	Shares	Sole	2021-07-29
2021-03-31	$797,380	5,238	+5.2%	Shares	Sole	2021-04-23
2020-12-31	$632,554	4,978	+12.4%	Shares	Sole	2021-02-08
2020-09-30	$426,379	4,429	-18.4%	Shares	Sole	2020-10-26
2020-06-30	$510,839	5,431	+3.3%	Shares	Sole	2020-08-03
2020-03-31	$473,557	5,260	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.