KFA Private Wealth Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1800556 Tysons, VA

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$919,469

-$122,151 QoQ

Shares Held

2,809

-20.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#3,750

of 5,072 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KFA Private Wealth Group, LLC holds $2,024,515 across 4 Banks - Diversified names. JPM ranks #1 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,809	$919,469
2	C	Citigroup Inc	3,866	$541,085
3	BNY	Bank of New York Mellon Corp	1,953	$282,423
4	BAC	Bank Of America Corp /De/	4,941	$281,538

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$919,469	2,809	-20.7%	Shares	Sole	2026-07-28
2026-03-31	$1,041,620	3,541	-0.8%	Shares	Sole	2026-04-20
2025-12-31	$1,150,003	3,569	+3.6%	Shares	Sole	2026-01-07
2025-09-30	$1,086,340	3,444	+11.2%	Shares	Sole	2025-10-03
2025-06-30	$898,141	3,098	+8.9%	Shares	Sole	2025-07-24
2025-03-31	$697,878	2,845	+35.0%	Shares	Sole	2025-05-07
2024-12-31	$505,308	2,108	+7.5%	Shares	Sole	2025-01-22
2024-09-30	$413,496	1,961	-2.4%	Shares	Sole	2024-10-18
2024-06-30	$406,340	2,009	-19.1%	Shares	Sole	2024-08-07
2024-03-31	$497,545	2,484	+2.1%	Shares	Sole	2024-05-01
2023-12-31	$414,023	2,434	+28.1%	Shares	Sole	2024-02-02
2023-09-30	$275,538	1,900	+5.6%	Shares	Sole	2023-10-25
2023-06-30	$261,792	1,800	-1.4%	Shares	Sole	2023-07-18
2023-03-31	$237,815	1,825	+0.4%	Shares	Sole	2023-05-05
2022-12-31	$243,793	1,818	+0.8%	Shares	Sole	2023-02-01
2022-06-30	$203,035	1,803	-3.2%	Shares	Sole	2022-07-18
2022-03-31	$253,964	1,863	+13.9%	Shares	Sole	2022-05-02
2021-12-31	$259,060	1,636	-2.7%	Shares	Sole	2022-01-26
2021-09-30	$275,326	1,682	-11.1%	Shares	Sole	2021-10-18
2021-06-30	$294,126	1,891	+8.1%	Shares	Sole	2021-07-22
2021-03-31	$266,250	1,749	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.