Lloyd Advisory Services, LLC.

Position in JPM — Jpmorgan Chase & Co

CIK 1802474 SUWANEE, GA

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$60,556

-$1,836,187 QoQ

Shares Held

185

-97.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#5,002

of 5,057 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lloyd Advisory Services, LLC. holds $142,499 across 5 Banks - Diversified names. JPM ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	185	$60,556
2	WFC	Wells Fargo & Company/Mn	468	$38,675
3	BNY	Bank of New York Mellon Corp	209	$30,223
4	BAC	Bank Of America Corp /De/	170	$9,686
5	C	Citigroup Inc	24	$3,359

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,556	185	-97.1%	Shares	Sole	2026-08-07
2026-03-31	$1,896,743	6,448	+1221.3%	Shares	Sole	2026-05-13
2025-12-31	$157,243	488	-59.8%	Shares	Sole	2026-02-06
2025-09-30	$383,247	1,215	+27.6%	Shares	Sole	2025-10-30
2025-06-30	$275,994	952	-94.1%	Shares	Sole	2025-07-16
2024-03-31	$3,254,875	16,250	+584.2%	Shares	Sole	2024-04-12
2023-12-31	$403,987	2,375	+531.6%	Shares	Sole	2024-02-13
2022-03-31	$51,256	376	+19.4%	Shares	Other	2022-05-02
2021-12-31	$49,880	315	-10.3%	Shares	Other	2022-01-26
2021-09-30	$57,455	351	-2.8%	Shares	Other	2021-10-21
2021-06-30	$56,149	361	0.0%	Shares	Other	2021-08-09
2021-03-31	$54,955	361	-63.1%	Shares	Other	2021-05-04
2020-12-31	$124,147	977	+4.0%	Shares	Other	2021-02-04
2020-09-30	$90,397	939	+169.8%	Shares	Other	2020-10-28
2020-03-31	$31,330	348	—	Shares	Other	2020-06-03
No filing history on record for this holder in this stock.