PACES FERRY WEALTH ADVISORS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1819919 ATLANTA, GA

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,585,900

+$362,495 QoQ

Shares Held

10,955

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.15%

of 13F equity value

Holder Rank

#2,392

of 5,058 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PACES FERRY WEALTH ADVISORS, LLC holds $4,344,005 across 3 Banks - Diversified names. JPM ranks #1 (82.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,955	$3,585,900
2	BAC	Bank Of America Corp /De/	8,655	$493,161
3	C	Citigroup Inc	1,893	$264,944

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,585,900	10,955	-0.0%	Shares	Sole	2026-08-13
2026-03-31	$3,223,405	10,958	-0.4%	Shares	Sole	2026-05-06
2025-12-31	$3,544,420	11,000	-0.9%	Shares	Sole	2026-02-11
2025-09-30	$3,502,534	11,104	0.0%	Shares	Sole	2025-11-14
2025-06-30	$3,219,160	11,104	-5.8%	Shares	Sole	2025-08-14
2025-03-31	$2,890,369	11,783	+2.9%	Shares	Sole	2025-05-14
2024-12-31	$2,745,878	11,455	-0.3%	Shares	Sole	2025-02-11
2024-09-30	$2,421,516	11,484	-0.6%	Shares	Sole	2024-11-12
2024-06-30	$2,335,698	11,548	+0.1%	Shares	Sole	2024-08-12
2024-03-31	$2,311,261	11,539	-1.1%	Shares	Sole	2024-05-01
2023-12-31	$1,984,726	11,668	-0.5%	Shares	Sole	2024-02-05
2023-09-30	$1,700,214	11,724	+0.3%	Shares	Sole	2023-11-13
2023-06-30	$1,699,611	11,686	-0.9%	Shares	Sole	2023-07-28
2023-03-31	$1,536,354	11,790	+2.3%	Shares	Sole	2023-04-24
2022-12-31	$1,545,234	11,523	+0.3%	Shares	Sole	2023-01-24
2022-09-30	$1,201,123	11,494	+0.3%	Shares	Sole	2022-10-13
2022-06-30	$1,290,961	11,464	+1.5%	Shares	Sole	2022-07-28
2022-03-31	$1,539,325	11,292	+1.4%	Shares	Sole	2022-04-20
2021-12-31	$1,763,860	11,139	-1.1%	Shares	Sole	2022-01-19
2021-09-30	$1,843,804	11,264	+0.2%	Shares	Sole	2021-10-29
2021-06-30	$1,749,047	11,245	-5.6%	Shares	Sole	2021-07-21
2021-03-31	$1,813,059	11,910	+0.9%	Shares	Sole	2021-05-19
2020-12-31	$1,500,569	11,809	-0.9%	Shares	Sole	2021-03-05
2020-09-30	$1,147,249	11,917	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.