Fi3 FINANCIAL ADVISORS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1862427 INDIANAPOLIS, IN

Position in JPM

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

Position Value

$1,129,615

-$1,106,295 QoQ

Shares Held

3,451

-54.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#3,525

of 5,058 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fi3 FINANCIAL ADVISORS, LLC holds $2,634,227 across 4 Banks - Diversified names. JPM ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,451	$1,129,615
2	C	Citigroup Inc	7,963	$1,114,501
3	WFC	Wells Fargo & Company/Mn	3,041	$251,308
4	BAC	Bank Of America Corp /De/	2,436	$138,803

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,129,615	3,451	-54.6%	Shares	Sole	2026-08-14
2026-03-31	$2,235,910	7,601	+15.2%	Shares	Sole	2026-05-07
2025-12-31	$2,126,652	6,600	+4.6%	Shares	Sole	2026-02-06
2025-09-30	$1,990,047	6,309	-2.4%	Shares	Sole	2025-11-12
2025-06-30	$1,873,978	6,464	+2.5%	Shares	Sole	2025-08-13
2025-03-31	$1,546,371	6,304	-2.4%	Shares	Sole	2025-05-09
2024-12-31	$1,547,807	6,457	+10.2%	Shares	Sole	2025-02-11
2024-09-30	$1,235,639	5,860	+1.8%	Shares	Sole	2024-11-12
2024-06-30	$1,163,804	5,754	-0.8%	Shares	Sole	2024-08-14
2024-03-31	$1,161,740	5,800	-11.6%	Shares	Sole	2024-05-06
2023-09-30	$951,186	6,559	+12.2%	Shares	Sole	2023-11-09
2023-06-30	$850,242	5,846	-4.7%	Shares	Sole	2023-08-08
2023-03-31	$799,451	6,135	+3.4%	Shares	Sole	2023-05-04
2022-12-31	$795,749	5,934	+31.6%	Shares	Sole	2023-02-06
2022-09-30	$471,190	4,509	+2.8%	Shares	Sole	2022-11-09
2022-06-30	$493,907	4,386	+4.8%	Shares	Sole	2022-08-08
2022-03-31	$570,771	4,187	+1.8%	Shares	Sole	2022-05-02
2021-12-31	$651,451	4,114	+9.8%	Shares	Sole	2022-01-27
2021-09-30	$613,346	3,747	0.0%	Shares	Sole	2021-11-16
2021-06-30	$582,808	3,747	-1.3%	Shares	Sole	2021-08-04
2021-03-31	$577,865	3,796	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.