Winning Points Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1793399 BOCA RATON, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$6,762,965

+$604,726 QoQ

Shares Held

20,661

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

6.38%

of 13F equity value

Holder Rank

#1,816

of 5,057 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Financial Services · as of Jun 30, 2026

Winning Points Advisors, LLC holds $20,965,853 across 5 Banks - Diversified names. JPM ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	166,152	$9,467,340
2	JPM	Jpmorgan Chase & Co This page	20,661	$6,762,965
3	WFC	Wells Fargo & Company/Mn	35,906	$2,967,271
4	UBS	UBS Group AG	30,688	$1,520,897
5	BMO	Bank Of Montreal /Can/	1,400	$247,380

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,762,965	20,661	-1.3%	Shares	Sole	2026-08-17
2026-03-31	$6,158,239	20,935	-0.6%	Shares	Sole	2026-08-17
2025-12-31	$2,954	21,063	+125.9%	Shares	Sole	2026-02-12
2024-09-30	$1,965,847	9,323	-9.7%	Shares	Sole	2024-11-14
2024-03-31	$2,067,696	10,323	0.0%	Shares	Sole	2024-11-14
2023-12-31	$1,755,942	10,323	0.0%	Shares	Sole	2024-11-14
2023-06-30	$1,501,377	10,323	-56.3%	Shares	Sole	2024-11-14
2023-03-31	$3,078,313	23,623	0.0%	Shares	Sole	2023-04-21
2022-12-31	$3,167,844	23,623	+1.9%	Shares	Sole	2023-02-10
2022-09-30	$2,421,578	23,173	-20.9%	Shares	Sole	2022-10-07
2022-06-30	$3,299,810	29,303	+1.8%	Shares	Sole	2022-08-15
2022-03-31	$3,922,744	28,776	-6.2%	Shares	Sole	2022-04-27
2021-12-31	$4,858,969	30,685	+3.5%	Shares	Sole	2022-02-16
2021-09-30	$4,851,771	29,640	+2.6%	Shares	Sole	2021-11-17
2021-06-30	$4,493,550	28,890	-11.4%	Shares	Sole	2021-08-16
2021-03-31	$4,961,175	32,590	+2.2%	Shares	Sole	2021-05-13
2020-12-31	$4,052,643	31,893	-0.4%	Shares	Sole	2021-02-01
2020-09-30	$3,081,602	32,010	+1.5%	Shares	Sole	2020-11-13
2020-06-30	$2,965,899	31,532	+3.8%	Shares	Sole	2020-08-18
2020-03-31	$2,735,291	30,382	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.