HBW ADVISORY SERVICES LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1790525 SIMI VALLEY, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,623,222

+$543,805 QoQ

Shares Held

8,014

+13.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#2,723

of 5,058 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HBW ADVISORY SERVICES LLC holds $7,357,492 across 4 Banks - Diversified names. JPM ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	28,104	$3,933,435
2	JPM	Jpmorgan Chase & Co This page	8,014	$2,623,222
3	BAC	Bank Of America Corp /De/	9,423	$536,922
4	BNY	Bank of New York Mellon Corp	1,825	$263,913

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,623,222	8,014	+13.4%	Shares	Sole	2026-07-16
2026-03-31	$2,079,417	7,069	-2.4%	Shares	Sole	2026-05-04
2025-12-31	$2,334,161	7,244	-12.6%	Shares	Sole	2026-01-23
2025-09-30	$2,613,652	8,286	+8.4%	Shares	Sole	2025-10-16
2025-06-30	$2,216,941	7,647	+6.1%	Shares	Sole	2025-07-02
2025-03-31	$1,767,631	7,206	+46.3%	Shares	Sole	2025-04-09
2024-12-31	$1,180,571	4,925	+10.6%	Shares	Sole	2025-01-10
2024-09-30	$938,748	4,452	+2.2%	Shares	Sole	2024-10-04
2024-06-30	$880,842	4,355	+2.1%	Shares	Sole	2024-07-05
2024-03-31	$725	4,264	0.0%	Shares	Sole	2024-04-19
2023-12-31	$725,306	4,264	-30.1%	Shares	Sole	2024-01-16
2023-09-30	$885,202	6,104	+7.8%	Shares	Sole	2023-10-12
2023-06-30	$823,190	5,660	+15.1%	Shares	Sole	2023-07-06
2023-03-31	$640,994	4,919	-10.8%	Shares	Sole	2023-04-07
2022-12-31	$739,829	5,517	+7.6%	Shares	Sole	2023-01-05
2022-09-30	$535,562	5,125	+12.4%	Shares	Sole	2022-10-05
2022-06-30	$513,388	4,559	-28.6%	Shares	Sole	2022-07-13
2022-03-31	$870,130	6,383	+2.4%	Shares	Sole	2022-04-18
2021-12-31	$987,470	6,236	-7.7%	Shares	Sole	2022-01-11
2021-09-30	$1,105,562	6,754	-7.0%	Shares	Sole	2021-10-08
2021-06-30	$1,129,687	7,263	+33.5%	Shares	Sole	2021-07-15
2021-03-31	$828,435	5,442	-13.8%	Shares	Sole	2021-04-13
2020-12-31	$801,811	6,310	+21.1%	Shares	Sole	2021-01-12
2020-09-30	$501,662	5,211	+4.4%	Shares	Sole	2020-10-14
2020-06-30	$469,453	4,991	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.