Journey Advisory Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1840085 COVINGTON, KY

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$23,483,636

+$2,501,792 QoQ

Shares Held

71,743

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.12%

of 13F equity value

Holder Rank

#918

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Journey Advisory Group, LLC holds $26,347,614 across 4 Banks - Diversified names. JPM ranks #1 (89.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	71,743	$23,483,636
2	BNY	Bank of New York Mellon Corp	10,070	$1,456,222
3	BAC	Bank Of America Corp /De/	20,921	$1,192,078
4	C	Citigroup Inc	1,541	$215,678

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,483,636	71,743	+0.6%	Shares	Sole	2026-08-04
2026-03-31	$20,981,844	71,328	-3.0%	Shares	Sole	2026-05-05
2025-12-31	$23,696,058	73,540	-2.9%	Shares	Sole	2026-01-27
2025-09-30	$23,883,728	75,718	+1.1%	Shares	Sole	2025-11-10
2025-06-30	$21,719,477	74,918	+2.3%	Shares	Sole	2025-07-30
2025-03-31	$17,962,583	73,227	+2.9%	Shares	Sole	2025-05-13
2024-12-31	$17,061,838	71,177	0.0%	Shares	Sole	2025-02-04
2024-09-30	$15,008,382	71,177	-0.4%	Shares	Sole	2024-11-12
2024-06-30	$14,447,229	71,429	+1.4%	Shares	Sole	2024-08-02
2024-03-31	$14,110,534	70,447	+0.4%	Shares	Sole	2024-05-09
2023-12-31	$11,939,999	70,194	-1.5%	Shares	Sole	2024-02-14
2023-09-30	$10,332,965	71,252	+2.4%	Shares	Sole	2023-11-15
2023-06-30	$10,122,769	69,601	+3.0%	Shares	Sole	2023-08-09
2023-03-31	$8,804,525	67,566	+7.8%	Shares	Sole	2023-05-04
2022-12-31	$8,406,326	62,687	+25.4%	Shares	Sole	2023-02-07
2022-09-30	$5,225,000	50,000	+8.2%	Shares	Sole	2022-11-09
2022-06-30	$5,203,482	46,208	+29.2%	Shares	Sole	2022-08-02
2022-03-31	$4,876,575	35,773	+4.5%	Shares	Sole	2022-05-13
2021-12-31	$5,420,003	34,228	+8.9%	Shares	Sole	2022-02-11
2021-09-30	$5,144,776	31,430	+1.6%	Shares	Sole	2021-11-12
2021-06-30	$4,813,963	30,950	+5.7%	Shares	Sole	2021-08-13
2021-03-31	$4,455,619	29,269	+1.6%	Shares	Sole	2021-05-11
2020-12-31	$3,658,980	28,795	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.