Lineweaver Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1797873 VALLEY VIEW, OH

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$9,697,151

+$1,460,671 QoQ

Shares Held

29,625

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.29%

of 13F equity value

Holder Rank

#1,479

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Lineweaver Wealth Advisors, LLC holds $17,315,177 across 3 Banks - Diversified names. JPM ranks #1 (56.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	29,625	$9,697,151
2	C	Citigroup Inc	29,497	$4,128,400
3	BAC	Bank Of America Corp /De/	61,243	$3,489,626

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,697,151	29,625	+5.8%	Shares	Sole	2026-07-09
2026-03-31	$8,236,480	28,000	+2.4%	Shares	Sole	2026-04-08
2025-12-31	$8,808,205	27,336	+6.6%	Shares	Sole	2026-01-14
2025-09-30	$8,090,464	25,649	-3.9%	Shares	Sole	2025-10-10
2025-06-30	$7,737,118	26,688	+5.9%	Shares	Sole	2025-07-09
2025-03-31	$6,179,352	25,191	+5.5%	Shares	Sole	2025-05-02
2024-12-31	$5,726,432	23,889	+1.4%	Shares	Sole	2025-02-05
2024-09-30	$4,965,542	23,549	+3.8%	Shares	Sole	2024-10-25
2024-06-30	$4,589,481	22,691	-0.4%	Shares	Sole	2024-08-02
2024-03-31	$4,563,234	22,782	+3.6%	Shares	Sole	2024-04-30
2023-12-31	$3,741,859	21,998	+15.0%	Shares	Sole	2024-01-19
2023-09-30	$2,773,942	19,128	+12.2%	Shares	Sole	2023-10-19
2023-06-30	$2,480,188	17,053	+1.7%	Shares	Sole	2023-07-27
2023-03-31	$2,185,950	16,775	+1.2%	Shares	Sole	2023-05-02
2022-12-31	$2,223,243	16,579	-4.7%	Shares	Sole	2023-01-26
2022-09-30	$1,818,300	17,400	+12.4%	Shares	Sole	2022-11-01
2022-06-30	$1,743,315	15,481	+5.5%	Shares	Sole	2022-07-26
2022-03-31	$2,000,496	14,675	+31.3%	Shares	Sole	2022-05-09
2021-12-31	$1,769,877	11,177	+2.9%	Shares	Sole	2022-01-31
2021-09-30	$1,778,328	10,864	+7.6%	Shares	Sole	2021-10-22
2021-06-30	$1,570,020	10,094	+7.9%	Shares	Sole	2021-07-26
2021-03-31	$1,424,416	9,357	+14.3%	Shares	Sole	2021-04-30
2020-12-31	$1,040,195	8,186	+2.3%	Shares	Sole	2021-02-11
2020-09-30	$770,256	8,001	+12.6%	Shares	Sole	2020-10-20
2020-06-30	$668,202	7,104	+15.2%	Shares	Sole	2020-08-10
2020-03-31	$555,395	6,169	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.