Sound View Wealth Advisors Group, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1784777
SAVANNAH, GA
Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,766,469
+$1,751,673 QoQ
Shares Held
63,442
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#986
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $29,473,115 across 6 Banks - Diversified names. JPM ranks #1 (70.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
63,442 | $20,766,469 | |
| 2 | BAC |
Bank Of America Corp /De/
|
69,063 | $3,935,209 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
34,280 | $2,832,899 | |
| 4 | C |
Citigroup Inc
|
7,078 | $990,636 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,605 | $521,319 | |
| 6 | TD |
Toronto Dominion Bank
|
3,513 | $426,583 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,766,469 | 63,442 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $19,014,796 | 64,641 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,024,532 | 65,249 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $20,228,841 | 64,131 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,397,398 | 63,459 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,292,983 | 62,344 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $15,015,434 | 62,640 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,442,535 | 63,751 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,352,247 | 56,127 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $11,297,520 | 56,403 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,707,965 | 62,951 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,077,526 | 62,595 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,536,309 | 58,693 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,898,349 | 60,612 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,441,729 | 62,951 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $4,844,306 | 46,357 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,534,331 | 49,146 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,452,161 | 47,331 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $7,213,634 | 45,555 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $7,199,577 | 43,983 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $6,897,887 | 44,348 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $7,203,371 | 47,319 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,635,554 | 44,350 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,276,217 | 44,419 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,535,291 | 48,217 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $4,111,309 | 45,666 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||