Navis Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1849055 RYE BROOK, NY

Position in JPM

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

Position Value

$1,861,525

+$61,266 QoQ

Shares Held

5,687

-7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#3,034

of 5,058 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Navis Wealth Advisors, LLC holds $3,286,650 across 4 Banks - Diversified names. JPM ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,687	$1,861,525
2	BAC	Bank Of America Corp /De/	13,027	$742,278
3	C	Citigroup Inc	2,768	$387,409
4	WFC	Wells Fargo & Company/Mn	3,575	$295,438

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,861,525	5,687	-7.1%	Shares	Sole	2026-08-14
2026-03-31	$1,800,259	6,120	-14.3%	Shares	Sole	2026-05-15
2025-12-31	$2,300,973	7,141	+16.2%	Shares	Sole	2026-02-13
2025-09-30	$1,937,686	6,143	+33.4%	Shares	Sole	2025-11-14
2025-06-30	$1,335,325	4,606	-1.0%	Shares	Sole	2025-08-13
2025-03-31	$1,141,135	4,652	+94.2%	Shares	Sole	2025-04-23
2024-12-31	$574,345	2,396	-3.9%	Shares	Sole	2025-01-21
2024-09-30	$525,884	2,494	+0.1%	Shares	Sole	2024-10-24
2024-06-30	$504,031	2,492	+6.4%	Shares	Sole	2024-08-02
2024-03-31	$469,302	2,343	-0.3%	Shares	Sole	2024-04-29
2023-12-31	$399,564	2,349	+0.9%	Shares	Sole	2024-02-05
2023-09-30	$337,461	2,327	+0.1%	Shares	Sole	2023-10-30
2023-06-30	$338,148	2,325	+0.8%	Shares	Sole	2023-07-13
2023-03-31	$300,494	2,306	+0.1%	Shares	Sole	2023-05-12
2022-12-31	$308,832	2,303	-41.6%	Shares	Sole	2023-01-25
2022-06-30	$444,133	3,944	+0.5%	Shares	Sole	2022-08-09
2022-03-31	$535,056	3,925	+26.2%	Shares	Sole	2022-05-13
2021-12-31	$492,468	3,110	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$506,784	3,096	-39.1%	Shares	Sole	2021-11-16
2021-06-30	$790,609	5,083	+0.3%	Shares	Sole	2021-08-16
2021-03-31	$771,806	5,070	+0.3%	Shares	Sole	2021-05-18
2020-12-31	$642,338	5,055	—	Shares	Sole	2021-03-04
No filing history on record for this holder in this stock.