Intrua Financial, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1812792 Houston, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,442,863

+$296,378 QoQ

Shares Held

7,463

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#2,791

of 5,056 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intrua Financial, LLC holds $5,021,809 across 5 Banks - Diversified names. JPM ranks #1 (48.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,463	$2,442,863
2	C	Citigroup Inc	7,184	$1,005,472
3	BAC	Bank Of America Corp /De/	13,896	$791,794
4	WFC	Wells Fargo & Company/Mn	6,691	$552,944
5	BNS	Bank Of Nova Scotia	2,634	$228,736

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,442,863	7,463	+2.3%	Shares	Sole	2026-07-24
2026-03-31	$2,146,485	7,297	-7.4%	Shares	Sole	2026-04-23
2025-12-31	$2,539,093	7,880	+2.7%	Shares	Sole	2026-02-05
2025-09-30	$2,420,294	7,673	+12.0%	Shares	Sole	2025-10-29
2025-06-30	$1,986,173	6,851	-6.2%	Shares	Sole	2025-08-08
2025-03-31	$1,792,407	7,307	-0.4%	Shares	Sole	2025-05-28
2024-12-31	$1,759,231	7,339	-2.9%	Shares	Sole	2025-05-28
2024-09-30	$1,593,047	7,555	-11.4%	Shares	Sole	2025-05-28
2024-06-30	$1,724,671	8,527	-33.4%	Shares	Sole	2025-05-28
2024-03-31	$2,565,642	12,809	-28.9%	Shares	Sole	2025-05-28
2023-12-31	$3,063,160	18,008	-10.2%	Shares	Sole	2025-05-28
2023-09-30	$2,907,070	20,046	+0.6%	Shares	Sole	2025-05-28
2023-06-30	$2,899,491	19,936	+18.3%	Shares	Sole	2025-02-13
2023-03-31	$2,196,375	16,855	+62.9%	Shares	Sole	2023-05-15
2022-12-31	$1,387,935	10,350	+3.3%	Shares	Sole	2023-01-20
2022-09-30	$1,046,881	10,018	-28.4%	Shares	Sole	2022-11-14
2022-06-30	$1,574,738	13,984	+5.4%	Shares	Sole	2022-08-12
2022-03-31	$1,808,966	13,270	-12.2%	Shares	Sole	2022-05-11
2021-12-31	$2,392,985	15,112	-7.4%	Shares	Sole	2022-02-14
2021-09-30	$2,671,748	16,322	+13.9%	Shares	Sole	2021-10-28
2021-06-30	$2,227,954	14,324	+0.6%	Shares	Sole	2021-08-12
2021-03-31	$2,166,994	14,235	+9.3%	Shares	Sole	2021-04-30
2020-12-31	$1,654,324	13,019	+0.3%	Shares	Sole	2021-02-03
2020-09-30	$1,249,584	12,980	-38.4%	Shares	Sole	2020-11-16
2020-06-30	$1,983,349	21,086	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.