Investment Research & Advisory Group, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1802136 ATLANTA, GA

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$8,487,339

+$876,244 QoQ

Shares Held

25,929

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.07%

of 13F equity value

Holder Rank

#1,608

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Investment Research & Advisory Group, Inc. holds $9,024,945 across 4 Banks - Diversified names. JPM ranks #1 (94.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	25,929	$8,487,339
2	BAC	Bank Of America Corp /De/	4,846	$276,125
3	C	Citigroup Inc	1,142	$159,834
4	WFC	Wells Fargo & Company/Mn	1,230	$101,647

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,487,339	25,929	+0.2%	Shares	Sole	2026-07-23
2026-03-31	$7,611,095	25,874	+0.3%	Shares	Sole	2026-04-20
2025-12-31	$8,310,698	25,792	+0.1%	Shares	Sole	2026-01-20
2025-09-30	$8,129,577	25,773	+0.6%	Shares	Sole	2025-10-22
2025-06-30	$7,424,015	25,608	+0.6%	Shares	Sole	2025-07-17
2025-03-31	$6,245,583	25,461	+0.5%	Shares	Sole	2025-04-21
2024-12-31	$6,075,210	25,344	-0.4%	Shares	Sole	2025-01-21
2024-09-30	$5,364,489	25,441	-1.3%	Shares	Sole	2024-10-23
2024-06-30	$5,215,476	25,786	+1.4%	Shares	Sole	2024-07-30
2024-03-31	$5,095,031	25,437	+1.3%	Shares	Sole	2024-04-17
2023-12-31	$4,269,850	25,102	-0.3%	Shares	Sole	2024-01-18
2023-09-30	$3,651,023	25,176	-0.0%	Shares	Sole	2023-10-19
2023-06-30	$3,662,906	25,185	+0.5%	Shares	Sole	2023-07-20
2023-03-31	$3,264,656	25,053	+3.2%	Shares	Sole	2023-04-19
2022-12-31	$3,255,009	24,273	-2.6%	Shares	Sole	2023-01-31
2022-09-30	$2,602,990	24,909	+5.8%	Shares	Sole	2022-10-18
2022-06-30	$2,651,177	23,543	+7.2%	Shares	Sole	2022-07-19
2022-03-31	$2,994,814	21,969	+0.7%	Shares	Sole	2022-04-25
2021-12-31	$3,454,405	21,815	-3.3%	Shares	Sole	2022-01-19
2021-09-30	$3,693,992	22,567	+0.6%	Shares	Sole	2021-10-07
2021-06-30	$3,490,162	22,439	+0.0%	Shares	Sole	2021-07-29
2021-03-31	$3,415,584	22,437	-1.4%	Shares	Sole	2021-04-29
2020-12-31	$2,891,731	22,757	+2.3%	Shares	Sole	2021-02-16
2020-09-30	$2,140,659	22,236	-1.2%	Shares	Sole	2020-10-29
2020-06-30	$2,117,666	22,514	+15.6%	Shares	Sole	2020-08-04
2020-03-31	$1,753,064	19,472	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.