Visionary Wealth Advisors

Position in JPM — Jpmorgan Chase & Co

CIK 1802984 O'FALLON, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$17,668,291

+$1,710,111 QoQ

Shares Held

53,977

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

#1,076

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Visionary Wealth Advisors holds $35,752,939 across 5 Banks - Diversified names. JPM ranks #1 (49.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	53,977	$17,668,291
2	BNY	Bank of New York Mellon Corp	90,673	$13,112,222
3	BAC	Bank Of America Corp /De/	45,598	$2,598,174
4	C	Citigroup Inc	9,442	$1,321,502
5	WFC	Wells Fargo & Company/Mn	12,739	$1,052,750

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,668,291	53,977	-0.5%	Shares	Sole	2026-08-13
2026-03-31	$15,958,180	54,250	-1.7%	Shares	Sole	2026-05-13
2025-12-31	$17,778,810	55,176	-0.9%	Shares	Sole	2026-02-13
2025-09-30	$17,555,572	55,656	-0.1%	Shares	Sole	2025-11-13
2025-06-30	$16,146,247	55,694	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$13,728,705	55,967	-4.4%	Shares	Sole	2025-05-14
2024-12-31	$14,031,185	58,534	-2.9%	Shares	Sole	2025-02-14
2024-09-30	$12,711,484	60,284	-4.6%	Shares	Sole	2024-11-12
2024-06-30	$12,781,618	63,194	-0.2%	Shares	Sole	2024-08-13
2024-03-31	$12,679,590	63,303	-0.3%	Shares	Sole	2024-05-15
2023-12-31	$10,796,927	63,474	-0.6%	Shares	Sole	2024-02-14
2023-09-30	$9,260,687	63,858	-1.5%	Shares	Sole	2023-11-13
2023-06-30	$9,428,584	64,828	-1.4%	Shares	Sole	2023-08-11
2023-03-31	$8,563,451	65,716	-1.6%	Shares	Sole	2023-05-15
2022-12-31	$8,960,293	66,818	-1.1%	Shares	Sole	2023-02-14
2022-09-30	$7,061,378	67,573	-6.7%	Shares	Sole	2022-11-14
2022-06-30	$8,157,693	72,442	+0.6%	Shares	Sole	2022-08-12
2022-03-31	$9,815,448	72,003	+2.2%	Shares	Sole	2022-05-12
2021-12-31	$11,151,798	70,425	+0.8%	Shares	Sole	2022-02-14
2021-09-30	$11,439,311	69,884	+0.4%	Shares	Sole	2021-11-12
2021-06-30	$10,825,117	69,597	+4.1%	Shares	Sole	2021-08-13
2021-03-31	$10,181,446	66,882	-0.2%	Shares	Sole	2021-05-18
2020-12-31	$8,512,800	66,993	-2.1%	Shares	Sole	2021-02-16
2020-09-30	$6,590,451	68,458	+4.2%	Shares	Sole	2020-11-16
2020-06-30	$6,182,469	65,729	+3.8%	Shares	Sole	2020-08-14
2020-03-31	$5,702,860	63,344	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.