Safeguard Investment Advisory Group, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1846711
Corona, CA
Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,198,027
+$131,992 QoQ
Shares Held
3,660
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#3,467
of 5,058 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Safeguard Investment Advisory Group, LLC holds $4,425,677 across 5 Banks - Diversified names. JPM ranks #2 (27.1% of the industry book) .
All Filings in JPM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198,027 | 3,660 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,066,035 | 3,624 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,218,636 | 3,782 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,251,310 | 3,967 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,160,509 | 4,003 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,044,732 | 4,259 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $716,972 | 2,991 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $605,589 | 2,872 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $452,657 | 2,238 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $543,213 | 2,712 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $494,310 | 2,906 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $419,832 | 2,895 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $438,065 | 3,012 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $315,350 | 2,420 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $298,506 | 2,226 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $214,120 | 2,049 | Shares | Sole | 2022-10-26 | |
| 2020-12-31 | $126,180 | 993 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||