Ascentis Independent Advisors

Position in JPM — Jpmorgan Chase & Co

CIK 1845003 DALLAS, TX

Position in JPM

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

Position Value

$237,962

-$13,769,928 QoQ

Shares Held

727

-98.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#4,818

of 5,048 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Independent Advisors holds $300,687 across 4 Banks - Diversified names. JPM ranks #1 (79.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	727	$237,962
2	BAC	Bank Of America Corp /De/	540	$30,767
3	WFC	Wells Fargo & Company/Mn	203	$16,774
4	BNY	Bank of New York Mellon Corp	105	$15,184

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,962	727	-98.5%	Shares	Sole	2026-08-04
2026-03-31	$14,007,890	47,620	+49.3%	Shares	Sole	2026-04-28
2025-12-31	$10,279,140	31,901	+2.2%	Shares	Sole	2026-01-29
2025-09-30	$9,842,677	31,204	-3.4%	Shares	Sole	2025-10-21
2025-06-30	$9,363,513	32,298	+0.7%	Shares	Sole	2025-07-14
2025-03-31	$7,870,205	32,084	-1.7%	Shares	Sole	2025-04-23
2024-12-31	$7,825,332	32,645	+2.3%	Shares	Sole	2025-01-24
2024-09-30	$6,730,440	31,919	-0.6%	Shares	Sole	2024-10-25
2024-06-30	$6,495,782	32,116	-2.9%	Shares	Sole	2024-07-29
2023-12-31	$5,628,609	33,090	+1.5%	Shares	Sole	2024-02-02
2023-09-30	$4,727,361	32,598	+5.9%	Shares	Sole	2023-10-20
2023-06-30	$4,477,224	30,784	+22.1%	Shares	Sole	2023-07-19
2023-03-31	$3,286,418	25,220	+1.2%	Shares	Sole	2023-06-01
2022-03-31	$3,397,639	24,924	+29.1%	Shares	Sole	2022-05-18
2021-12-31	$3,057,896	19,311	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$3,147,758	19,230	+6.1%	Shares	Sole	2021-11-15
2021-06-30	$2,819,318	18,126	+6.7%	Shares	Sole	2021-08-12
2021-03-31	$2,586,387	16,990	-1.4%	Shares	Sole	2021-05-13
2020-12-31	$2,188,907	17,226	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.