Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$555,479
+$66,291 QoQ
Shares Held
1,697
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#4,190
of 5,058 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ARQ WEALTH ADVISORS, LLC holds $2,619,082 across 6 Banks - Diversified names. JPM ranks #3 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,000 | $575,000 | |
| 2 | RY |
Royal Bank Of Canada
|
2,706 | $560,060 | |
| 3 | JPM |
Jpmorgan Chase & Co
This page
|
1,697 | $555,479 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
1,775 | $313,642 | |
| 5 | TD |
Toronto Dominion Bank
|
2,578 | $313,046 | |
| 6 | BNS |
Bank Of Nova Scotia
|
3,476 | $301,855 |
All Filings in JPM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,479 | 1,697 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $489,188 | 1,663 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $487,518 | 1,513 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $678,174 | 2,150 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||