IVC Wealth Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1842811 SILVERDALE, PA

Position in JPM

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

Position Value

$1,172,823

+$113,553 QoQ

Shares Held

3,583

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#3,487

of 5,056 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IVC Wealth Advisors LLC holds $3,157,517 across 4 Banks - Diversified names. JPM ranks #1 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,583	$1,172,823
2	WFC	Wells Fargo & Company/Mn	10,658	$880,777
3	BNY	Bank of New York Mellon Corp	5,339	$772,072
4	C	Citigroup Inc	2,371	$331,845

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,172,823	3,583	-0.5%	Shares	Sole	2026-07-14
2026-03-31	$1,059,270	3,601	+1.9%	Shares	Sole	2026-04-16
2025-12-31	$1,138,725	3,534	+2.7%	Shares	Sole	2026-01-16
2025-09-30	$1,085,710	3,442	+3.5%	Shares	Sole	2025-10-09
2025-06-30	$964,530	3,327	+1.6%	Shares	Sole	2025-07-22
2025-03-31	$803,112	3,274	-7.1%	Shares	Sole	2025-04-08
2024-12-31	$845,217	3,526	-12.1%	Shares	Sole	2025-01-17
2024-09-30	$846,181	4,013	+2.0%	Shares	Sole	2024-10-24
2024-06-30	$795,893	3,935	-0.4%	Shares	Sole	2024-07-16
2024-03-31	$791,185	3,950	-0.2%	Shares	Sole	2024-04-19
2023-12-31	$673,085	3,957	+0.6%	Shares	Sole	2024-01-10
2023-09-30	$570,508	3,934	+0.1%	Shares	Sole	2023-10-05
2023-06-30	$571,433	3,929	+3.2%	Shares	Sole	2023-07-13
2023-03-31	$496,220	3,808	+1.9%	Shares	Sole	2023-04-13
2022-12-31	$501,265	3,738	+2.7%	Shares	Sole	2023-01-17
2022-09-30	$380,484	3,641	-0.3%	Shares	Sole	2022-10-12
2022-06-30	$411,251	3,652	+5.6%	Shares	Sole	2022-07-11
2022-03-31	$471,530	3,459	+19.6%	Shares	Sole	2022-04-27
2021-12-31	$457,789	2,891	+0.7%	Shares	Sole	2022-01-13
2021-09-30	$470,117	2,872	+0.0%	Shares	Sole	2021-10-08
2021-06-30	$446,555	2,871	+0.5%	Shares	Sole	2021-07-13
2021-03-31	$435,073	2,858	+1.9%	Shares	Sole	2021-04-20
2020-12-31	$356,304	2,804	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.