Octavia Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1841259 CINCINNATI, OH

Position in JPM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$4,881,472

+$342,290 QoQ

Shares Held

14,913

-3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.77%

of 13F equity value

Holder Rank

#2,121

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $9,067,211 across 4 Banks - Diversified names. JPM ranks #1 (53.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,913	$4,881,472
2	BAC	Bank Of America Corp /De/	46,570	$2,653,558
3	CM	Canadian Imperial Bank Of Commerce /Can/	10,787	$1,240,505
4	C	Citigroup Inc	2,084	$291,676

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,881,472	14,913	-3.4%	Shares	Sole	2026-07-14
2026-03-31	$4,539,182	15,431	+1.9%	Shares	Sole	2026-04-10
2025-12-31	$4,879,055	15,142	-18.8%	Shares	Sole	2026-01-23
2025-09-30	$5,880,246	18,642	+24.5%	Shares	Sole	2025-10-28
2025-06-30	$4,341,982	14,977	-27.9%	Shares	Sole	2025-07-16
2025-03-31	$5,095,616	20,773	-10.9%	Shares	Sole	2025-04-14
2024-12-31	$5,585,962	23,303	+13.9%	Shares	Sole	2025-01-17
2024-09-30	$4,315,882	20,468	-16.7%	Shares	Sole	2024-10-10
2024-06-30	$4,969,730	24,571	+0.2%	Shares	Sole	2024-08-02
2024-03-31	$4,913,559	24,531	+0.3%	Shares	Sole	2024-04-15
2023-12-31	$4,161,496	24,465	-2.6%	Shares	Sole	2024-01-30
2023-09-30	$3,640,872	25,106	+5.0%	Shares	Sole	2023-10-30
2023-06-30	$3,476,161	23,901	+4.5%	Shares	Sole	2023-07-18
2023-03-31	$2,980,189	22,870	+1.4%	Shares	Sole	2023-04-20
2022-12-31	$3,024,089	22,551	+5.7%	Shares	Sole	2023-01-19
2022-09-30	$2,229,612	21,336	+2.6%	Shares	Sole	2022-10-17
2022-06-30	$2,340,936	20,788	+5.6%	Shares	Sole	2022-07-18
2022-03-31	$2,684,277	19,691	+5.0%	Shares	Sole	2022-04-20
2021-12-31	$2,968,429	18,746	+6.8%	Shares	Sole	2022-01-28
2021-09-30	$2,873,577	17,555	-4.1%	Shares	Sole	2021-11-12
2021-06-30	$2,848,248	18,312	+1.9%	Shares	Sole	2021-07-26
2021-03-31	$2,734,964	17,966	+26.7%	Shares	Sole	2021-05-10
2020-12-31	$1,802,233	14,183	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.