Souders Financial Advisors

Position in JPM — Jpmorgan Chase & Co

CIK 1811240 CINCINNATI, OH

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,785,550

+$659,668 QoQ

Shares Held

20,730

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#1,814

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

Souders Financial Advisors holds $9,039,860 across 4 Banks - Diversified names. JPM ranks #1 (75.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	20,730	$6,785,550
2	BAC	Bank Of America Corp /De/	23,502	$1,339,143
3	WFC	Wells Fargo & Company/Mn	7,985	$659,880
4	C	Citigroup Inc	1,824	$255,287

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,785,550	20,730	-0.5%	Shares	Sole	2026-08-05
2026-03-31	$6,125,882	20,825	-0.0%	Shares	Sole	2026-05-04
2025-12-31	$6,710,875	20,827	+0.0%	Shares	Sole	2026-02-02
2025-09-30	$6,567,883	20,822	-2.3%	Shares	Sole	2025-11-04
2025-06-30	$6,180,881	21,320	-6.1%	Shares	Sole	2025-08-06
2025-03-31	$5,566,838	22,694	-23.7%	Shares	Sole	2025-05-05
2024-12-31	$7,126,098	29,728	-19.4%	Shares	Sole	2025-02-06
2024-09-30	$7,780,101	36,897	-2.7%	Shares	Sole	2024-11-05
2024-06-30	$7,667,676	37,910	+5.0%	Shares	Sole	2024-08-28
2024-03-31	$7,234,435	36,118	-11.1%	Shares	Sole	2024-05-08
2023-12-31	$6,909,802	40,622	-1.1%	Shares	Sole	2024-01-24
2023-09-30	$5,958,581	41,088	-7.2%	Shares	Sole	2023-11-06
2023-06-30	$6,438,628	44,270	-4.1%	Shares	Sole	2023-08-09
2023-03-31	$6,017,585	46,179	-2.1%	Shares	Sole	2023-05-09
2022-12-31	$6,328,044	47,189	+1.3%	Shares	Sole	2023-02-13
2022-09-30	$4,866,565	46,570	+6.0%	Shares	Sole	2022-11-10
2022-06-30	$4,946,844	43,929	+22.0%	Shares	Sole	2022-08-05
2022-03-31	$4,910,246	36,020	-0.4%	Shares	Sole	2022-05-04
2021-12-31	$5,726,569	36,164	+6.5%	Shares	Sole	2022-02-04
2021-09-30	$5,555,802	33,941	+3.6%	Shares	Sole	2021-11-03
2021-06-30	$5,096,423	32,766	-1.7%	Shares	Sole	2021-08-09
2021-03-31	$5,075,652	33,342	-5.1%	Shares	Sole	2021-05-13
2020-12-31	$4,465,112	35,139	+0.4%	Shares	Sole	2021-02-09
2020-09-30	$3,370,990	35,016	-0.5%	Shares	Sole	2020-11-12
2020-06-30	$3,308,560	35,175	+19.3%	Shares	Sole	2020-08-11
2020-03-31	$2,654,534	29,485	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.