Regent Peak Wealth Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1803329 ATLANTA, GA

Position in JPM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,562,339

+$331,724 QoQ

Shares Held

7,828

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#2,746

of 5,058 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $4,483,305 across 4 Banks - Diversified names. JPM ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,828	$2,562,339
2	BAC	Bank Of America Corp /De/	14,073	$801,879
3	C	Citigroup Inc	4,567	$639,197
4	WFC	Wells Fargo & Company/Mn	5,807	$479,890

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,562,339	7,828	+3.2%	Shares	Sole	2026-07-10
2026-03-31	$2,230,615	7,583	+3.2%	Shares	Sole	2026-04-14
2025-12-31	$2,368,639	7,351	-0.4%	Shares	Sole	2026-01-08
2025-09-30	$2,327,873	7,380	+12.8%	Shares	Sole	2025-10-16
2025-03-31	$1,604,997	6,543	+0.4%	Shares	Sole	2025-04-14
2024-12-31	$1,562,190	6,517	+2.3%	Shares	Sole	2025-01-07
2024-09-30	$1,342,967	6,369	+1.3%	Shares	Sole	2024-10-16
2024-06-30	$1,272,215	6,290	+0.4%	Shares	Sole	2024-08-14
2024-03-31	$1,255,480	6,268	-1.4%	Shares	Sole	2024-05-01
2023-12-31	$1,081,836	6,360	+1.4%	Shares	Sole	2024-01-23
2023-09-30	$909,855	6,274	+4.4%	Shares	Sole	2023-11-03
2023-06-30	$873,948	6,009	+0.5%	Shares	Sole	2023-07-19
2023-03-31	$779,123	5,979	-9.9%	Shares	Sole	2023-04-24
2022-12-31	$889,753	6,635	+8.6%	Shares	Sole	2023-02-08
2022-09-30	$638,495	6,110	+3.7%	Shares	Sole	2022-11-14
2022-06-30	$663,498	5,892	+2.5%	Shares	Sole	2022-08-11
2022-03-31	$783,567	5,748	-9.5%	Shares	Sole	2022-05-03
2021-12-31	$1,005,522	6,350	+2.3%	Shares	Sole	2022-02-11
2021-09-30	$1,016,514	6,210	+0.9%	Shares	Sole	2021-11-08
2021-06-30	$957,348	6,155	+8.8%	Shares	Sole	2021-08-16
2021-03-31	$861,469	5,659	-64.2%	Shares	Sole	2021-04-28
2020-12-31	$2,006,054	15,787	+265.9%	Shares	Sole	2021-02-12
2020-09-30	$415,405	4,315	-8.3%	Shares	Sole	2020-11-04
2020-06-30	$442,646	4,706	-5.9%	Shares	Sole	2020-08-05
2020-03-31	$450,330	5,002	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.