Aurora Private Wealth, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1802132 ROCKAWAY, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,550,889

+$93,915 QoQ

Shares Held

4,738

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

#3,204

of 5,058 holders

Holding Since

Mar 2020

25 quarters on record

Financial Services · as of Jun 30, 2026

Aurora Private Wealth, Inc. holds $3,525,504 across 3 Banks - Diversified names. JPM ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	4,738	$1,550,889
2	BAC	Bank Of America Corp /De/	22,179	$1,263,759
3	C	Citigroup Inc	5,079	$710,856

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,550,889	4,738	-4.3%	Shares	Sole	2026-07-22
2026-03-31	$1,456,974	4,953	0.0%	Shares	Sole	2026-04-16
2025-12-31	$1,595,955	4,953	-1.0%	Shares	Sole	2026-02-02
2025-06-30	$1,449,839	5,001	+2.0%	Shares	Sole	2025-07-24
2025-03-31	$1,202,460	4,902	-3.4%	Shares	Sole	2025-04-29
2024-12-31	$1,216,528	5,075	+2.8%	Shares	Sole	2025-01-22
2024-09-30	$1,041,226	4,938	+0.2%	Shares	Sole	2024-10-18
2024-06-30	$996,535	4,927	-16.3%	Shares	Sole	2024-07-17
2024-03-31	$1,178,364	5,883	-2.2%	Shares	Sole	2024-04-22
2023-12-31	$1,023,491	6,017	+0.4%	Shares	Sole	2024-01-30
2023-09-30	$869,394	5,995	-7.8%	Shares	Sole	2023-10-18
2023-06-30	$945,505	6,501	-1.8%	Shares	Sole	2023-07-20
2023-03-31	$862,782	6,621	+13.0%	Shares	Sole	2023-04-06
2022-12-31	$785,691	5,859	-15.1%	Shares	Sole	2023-01-13
2022-09-30	$721,259	6,902	+13.4%	Shares	Sole	2022-10-12
2022-06-30	$685,344	6,086	+2.9%	Shares	Sole	2022-07-21
2022-03-31	$806,605	5,917	+4.7%	Shares	Sole	2022-04-14
2021-12-31	$895,310	5,654	+2.2%	Shares	Sole	2022-02-02
2021-09-30	$905,533	5,532	+6.4%	Shares	Sole	2021-11-08
2021-06-30	$808,496	5,198	+0.5%	Shares	Sole	2021-07-13
2021-03-31	$787,333	5,172	-17.3%	Shares	Sole	2021-04-19
2020-12-31	$794,695	6,254	+1.4%	Shares	Sole	2021-01-15
2020-09-30	$593,985	6,170	+0.6%	Shares	Sole	2020-10-26
2020-06-30	$576,964	6,134	-39.3%	Shares	Sole	2020-07-27
2020-03-31	$909,753	10,105	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.