Canvas Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1858782 SHAWNEE, KS

Position in JPM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$5,006,185

+$744,395 QoQ

Shares Held

15,294

+5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#2,092

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

Canvas Wealth Advisors, LLC holds $6,238,520 across 4 Banks - Diversified names. JPM ranks #1 (80.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,294	$5,006,185
2	BAC	Bank Of America Corp /De/	12,464	$710,198
3	C	Citigroup Inc	2,000	$279,920
4	WFC	Wells Fargo & Company/Mn	2,931	$242,217

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,006,185	15,294	+5.6%	Shares	Sole	2026-07-10
2026-03-31	$4,261,790	14,488	-0.5%	Shares	Sole	2026-04-28
2025-12-31	$4,689,589	14,554	+14.6%	Shares	Sole	2026-01-12
2025-09-30	$4,004,383	12,695	+0.3%	Shares	Sole	2025-11-05
2025-06-30	$3,669,680	12,658	+2.9%	Shares	Sole	2025-07-30
2025-03-31	$3,017,680	12,302	+2.2%	Shares	Sole	2025-04-24
2024-12-31	$2,885,868	12,039	+1.8%	Shares	Sole	2025-01-28
2024-09-30	$2,494,473	11,830	+13.4%	Shares	Sole	2024-10-15
2024-06-30	$2,109,774	10,431	+3.2%	Shares	Sole	2024-08-01
2024-03-31	$2,024,632	10,108	+4.9%	Shares	Sole	2024-04-23
2023-12-31	$1,639,423	9,638	-2.4%	Shares	Sole	2024-01-17
2023-09-30	$1,431,492	9,871	-4.1%	Shares	Sole	2023-10-24
2023-06-30	$1,497,741	10,298	-6.4%	Shares	Sole	2023-07-26
2023-03-31	$1,434,061	11,005	-32.0%	Shares	Sole	2023-04-28
2022-12-31	$2,170,274	16,184	-3.4%	Shares	Sole	2023-01-23
2022-09-30	$1,750,479	16,751	-12.3%	Shares	Sole	2022-10-31
2022-06-30	$2,149,837	19,091	-17.7%	Shares	Sole	2022-07-25
2022-03-31	$3,163,305	23,205	-10.3%	Shares	Sole	2022-05-09
2021-12-31	$4,095,564	25,864	+0.4%	Shares	Sole	2022-01-19
2021-09-30	$4,217,145	25,763	-4.9%	Shares	Sole	2021-10-15
2021-06-30	$4,213,423	27,089	+7.9%	Shares	Sole	2021-08-02
2021-03-31	$3,821,125	25,101	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.