Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$842,220
+$140,649 QoQ
Shares Held
2,573
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#3,826
of 5,058 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $2,660,734 across 19 Banks - Diversified names. JPM ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
10,941 | $904,164 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
2,573 | $842,220 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,364 | $476,580 | |
| 4 | C |
Citigroup Inc
|
1,032 | $144,438 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
2,093 | $52,450 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,878 | $37,353 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
346 | $32,901 | |
| 8 | TD |
Toronto Dominion Bank
|
238 | $28,900 |
All Filings in JPM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $842,220 | 2,573 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $701,571 | 2,385 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $763,339 | 2,369 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $724,227 | 2,296 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $546,480 | 1,885 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $393,706 | 1,605 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $386,172 | 1,611 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $324,935 | 1,541 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $268,196 | 1,326 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $265,597 | 1,326 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||