Wellspring Financial Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1811308 CLEVELAND, OH

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,596,361

+$381,199 QoQ

Shares Held

17,097

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,995

of 5,057 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $9,917,532 across 5 Banks - Diversified names. JPM ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	17,097	$5,596,361
2	BAC	Bank Of America Corp /De/	49,747	$2,834,584
3	WFC	Wells Fargo & Company/Mn	7,221	$596,743
4	C	Citigroup Inc	3,999	$559,700
5	BNY	Bank of New York Mellon Corp	2,283	$330,144

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,596,361	17,097	-3.6%	Shares	Sole	2026-07-20
2026-03-31	$5,215,162	17,729	+8.7%	Shares	Sole	2026-05-15
2025-12-31	$5,256,374	16,313	+364.8%	Shares	Sole	2026-02-11
2025-09-30	$1,107,159	3,510	-21.4%	Shares	Sole	2025-11-13
2025-06-30	$1,294,738	4,466	+7.6%	Shares	Sole	2025-08-13
2025-03-31	$1,017,749	4,149	+3.6%	Shares	Sole	2025-05-15
2024-12-31	$959,559	4,003	-7.4%	Shares	Sole	2025-02-13
2024-09-30	$911,969	4,325	+17.7%	Shares	Sole	2024-11-13
2024-06-30	$743,305	3,675	+12.3%	Shares	Sole	2024-08-12
2024-03-31	$655,381	3,272	+9.4%	Shares	Sole	2024-05-01
2023-12-31	$508,769	2,991	+0.6%	Shares	Sole	2024-02-13
2023-09-30	$431,289	2,974	+82.7%	Shares	Sole	2023-11-14
2023-06-30	$236,776	1,628	-2.9%	Shares	Sole	2023-08-11
2023-03-31	$218,529	1,677	-34.8%	Shares	Sole	2023-05-12
2022-12-31	$345,039	2,573	+30.9%	Shares	Sole	2023-02-14
2022-06-30	$221,391	1,966	-2.5%	Shares	Sole	2022-08-12
2022-03-31	$274,821	2,016	-0.8%	Shares	Sole	2022-05-10
2021-12-31	$321,767	2,032	+6.7%	Shares	Sole	2022-01-03
2021-09-30	$311,829	1,905	0.0%	Shares	Sole	2021-11-12
2021-06-30	$296,303	1,905	-34.8%	Shares	Sole	2021-08-13
2021-03-31	$444,663	2,921	+37.7%	Shares	Sole	2021-05-17
2020-12-31	$269,515	2,121	-12.3%	Shares	Sole	2021-02-16
2020-09-30	$232,877	2,419	-0.4%	Shares	Sole	2020-11-13
2020-06-30	$228,471	2,429	-16.8%	Shares	Sole	2020-08-14
2020-03-31	$262,977	2,921	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.