Alta Wealth Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1843826 Woburn, MA

Position in JPM

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

Position Value

$4,449,069

+$361,422 QoQ

Shares Held

13,592

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.72%

of 13F equity value

Holder Rank

#2,207

of 5,058 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Alta Wealth Advisors LLC holds $5,507,753 across 3 Banks - Diversified names. JPM ranks #1 (80.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,592	$4,449,069
2	C	Citigroup Inc	4,784	$669,568
3	BAC	Bank Of America Corp /De/	6,829	$389,116

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,449,069	13,592	-2.2%	Shares	Sole	2026-07-30
2026-03-31	$4,087,647	13,896	+1.3%	Shares	Sole	2026-05-05
2025-12-31	$4,420,213	13,718	+2.9%	Shares	Sole	2026-02-03
2025-09-30	$4,203,420	13,326	-2.2%	Shares	Sole	2025-11-03
2025-06-30	$3,949,154	13,622	+0.9%	Shares	Sole	2025-07-22
2025-03-31	$3,312,040	13,502	+56.5%	Shares	Sole	2025-04-24
2024-12-31	$2,067,738	8,626	+1.8%	Shares	Sole	2025-01-23
2024-09-30	$1,787,038	8,475	+8.7%	Shares	Sole	2024-10-18
2024-06-30	$1,577,425	7,799	+0.3%	Shares	Sole	2024-07-24
2024-03-31	$1,557,733	7,777	+0.4%	Shares	Sole	2024-05-01
2023-12-31	$1,317,764	7,747	-0.9%	Shares	Sole	2024-02-12
2023-09-30	$1,133,621	7,817	+2.6%	Shares	Sole	2023-10-19
2023-06-30	$1,107,671	7,616	-1.8%	Shares	Sole	2023-07-17
2023-03-31	$1,010,423	7,754	-1.9%	Shares	Sole	2023-04-21
2022-12-31	$1,059,792	7,903	+2.0%	Shares	Sole	2023-01-20
2022-09-30	$809,352	7,745	+7.7%	Shares	Sole	2022-10-17
2022-06-30	$810,116	7,194	+0.1%	Shares	Sole	2022-07-28
2022-03-31	$979,459	7,185	+7.2%	Shares	Sole	2022-04-27
2021-12-31	$1,061,578	6,704	+2.8%	Shares	Sole	2022-02-14
2021-09-30	$1,067,913	6,524	+0.0%	Shares	Sole	2021-10-13
2021-06-30	$1,014,431	6,522	+2.9%	Shares	Sole	2021-08-02
2021-03-31	$965,138	6,340	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.