CFS Investment Advisory Services, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1845688 TOTOWA, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$6,019,271

+$607,022 QoQ

Shares Held

18,389

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.25%

of 13F equity value

Holder Rank

#1,927

of 5,058 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $12,017,330 across 5 Banks - Diversified names. JPM ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,389	$6,019,271
2	C	Citigroup Inc	20,661	$2,891,713
3	BAC	Bank Of America Corp /De/	38,443	$2,190,482
4	BNY	Bank of New York Mellon Corp	3,428	$495,723
5	WFC	Wells Fargo & Company/Mn	5,084	$420,141

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,019,271	18,389	-0.1%	Shares	Sole	2026-07-16
2026-03-31	$5,412,249	18,399	+5.0%	Shares	Sole	2026-04-29
2025-12-31	$5,648,194	17,529	+6.4%	Shares	Sole	2026-02-10
2025-09-30	$5,196,393	16,474	+3.2%	Shares	Sole	2025-10-31
2025-06-30	$4,626,673	15,959	+1.7%	Shares	Sole	2025-08-11
2025-03-31	$3,848,266	15,688	-0.8%	Shares	Sole	2025-05-12
2024-12-31	$3,790,773	15,814	-1.1%	Shares	Sole	2025-01-21
2024-09-30	$3,371,229	15,988	-0.8%	Shares	Sole	2024-11-12
2024-06-30	$3,259,015	16,113	-0.3%	Shares	Sole	2024-08-13
2024-03-31	$3,236,647	16,159	+2.2%	Shares	Sole	2024-05-15
2023-12-31	$2,688,430	15,805	-1.1%	Shares	Sole	2024-02-13
2023-09-30	$2,318,144	15,985	+17.0%	Shares	Sole	2023-11-14
2023-06-30	$1,987,292	13,664	+1.0%	Shares	Sole	2023-07-21
2023-03-31	$1,763,224	13,531	+12.6%	Shares	Sole	2023-05-05
2022-12-31	$1,610,943	12,013	-98.5%	Shares	Sole	2023-02-13
2022-09-30	$8,000	827,118	+42035.4%	Shares	Sole	2022-10-31
2022-06-30	$221,053	1,963	-99.5%	Shares	Sole	2022-08-16
2022-03-31	$3,000	398,054	+19993.6%	Shares	Sole	2022-05-27
2021-12-31	$313,691	1,981	+9.3%	Shares	Sole	2022-02-14
2021-09-30	$296,769	1,813	+6.8%	Shares	Sole	2021-11-19
2020-12-31	$215,637	1,697	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.