RDA Financial Network

Position in JPM — Jpmorgan Chase & Co

CIK 1774086 AKRON, IA

Position in JPM

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$9,818,263

+$1,053,766 QoQ

Shares Held

29,995

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.63%

of 13F equity value

Holder Rank

#1,467

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

RDA Financial Network holds $11,524,938 across 4 Banks - Diversified names. JPM ranks #1 (85.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	29,995	$9,818,263
2	BAC	Bank Of America Corp /De/	15,754	$897,662
3	C	Citigroup Inc	3,895	$545,144
4	WFC	Wells Fargo & Company/Mn	3,193	$263,869

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,818,263	29,995	+0.7%	Shares	Sole	2026-07-06
2026-03-31	$8,764,497	29,795	+1.3%	Shares	Sole	2026-04-08
2025-12-31	$9,475,523	29,407	-1.7%	Shares	Sole	2026-01-06
2025-09-30	$9,439,242	29,925	-4.4%	Shares	Sole	2025-10-08
2025-06-30	$9,078,531	31,315	+2.6%	Shares	Sole	2025-07-07
2025-03-31	$7,486,801	30,521	-0.6%	Shares	Sole	2025-04-14
2024-12-31	$7,358,377	30,697	+2.0%	Shares	Sole	2025-01-15
2024-09-30	$6,344,144	30,087	-2.0%	Shares	Sole	2024-10-15
2024-06-30	$6,207,359	30,690	-0.0%	Shares	Sole	2024-07-10
2024-03-31	$6,149,810	30,703	+0.6%	Shares	Sole	2024-04-11
2023-12-31	$5,188,900	30,505	+1.3%	Shares	Sole	2024-01-12
2023-09-30	$4,365,827	30,105	+0.9%	Shares	Sole	2023-10-18
2023-06-30	$4,339,784	29,839	+16.3%	Shares	Sole	2023-07-13
2023-03-31	$3,343,624	25,659	+1.4%	Shares	Sole	2023-04-12
2022-12-31	$3,394,339	25,312	-0.0%	Shares	Sole	2023-01-10
2022-09-30	$2,645,940	25,320	+1.5%	Shares	Sole	2022-10-11
2022-06-30	$2,809,281	24,947	+2.1%	Shares	Sole	2022-07-13
2022-03-31	$3,331,524	24,439	+5.4%	Shares	Sole	2022-04-12
2021-12-31	$3,670,711	23,181	-0.9%	Shares	Sole	2022-01-31
2021-09-30	$3,829,036	23,392	-1.7%	Shares	Sole	2021-10-29
2021-06-30	$3,700,607	23,792	+0.3%	Shares	Sole	2021-07-13
2021-03-31	$3,609,982	23,714	-0.5%	Shares	Sole	2021-05-06
2020-12-31	$3,028,078	23,830	-0.3%	Shares	Sole	2021-02-05
2020-09-30	$2,299,890	23,890	+1.0%	Shares	Sole	2020-10-13
2020-06-30	$2,225,083	23,656	+0.7%	Shares	Sole	2020-07-14
2020-03-31	$2,114,444	23,486	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.