Amplius Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1900584 BLUE BELL, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,073,962

+$438,433 QoQ

Shares Held

6,336

+14.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#2,934

of 5,056 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Amplius Wealth Advisors, LLC holds $3,021,585 across 3 Banks - Diversified names. JPM ranks #1 (68.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,336	$2,073,962
2	BAC	Bank Of America Corp /De/	8,358	$476,238
3	C	Citigroup Inc	3,368	$471,385

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,073,962	6,336	+14.0%	Shares	Sole	2026-07-17
2026-03-31	$1,635,529	5,560	-0.8%	Shares	Sole	2026-04-13
2025-12-31	$1,806,043	5,605	-14.7%	Shares	Sole	2026-01-12
2025-09-30	$2,072,690	6,571	-31.9%	Shares	Sole	2025-10-21
2025-06-30	$2,797,341	9,649	-13.4%	Shares	Sole	2025-08-04
2025-03-31	$2,732,151	11,138	-1.4%	Shares	Sole	2025-04-10
2024-12-31	$2,708,243	11,298	-8.6%	Shares	Sole	2025-01-16
2024-09-30	$2,607,494	12,366	+1.5%	Shares	Sole	2024-10-16
2024-06-30	$2,464,942	12,187	-15.6%	Shares	Sole	2024-07-22
2024-03-31	$2,891,731	14,437	+0.7%	Shares	Sole	2024-04-17
2023-12-31	$2,438,383	14,335	+0.9%	Shares	Sole	2024-01-10
2023-09-30	$2,059,429	14,201	-18.3%	Shares	Sole	2023-10-17
2023-06-30	$2,526,874	17,374	+0.2%	Shares	Sole	2023-07-26
2023-03-31	$2,258,532	17,332	+0.5%	Shares	Sole	2023-04-25
2022-12-31	$2,312,018	17,241	+6.1%	Shares	Sole	2023-01-19
2022-09-30	$1,697,498	16,244	+156.5%	Shares	Sole	2022-11-10
2022-06-30	$713,159	6,333	+1.8%	Shares	Sole	2022-07-21
2022-03-31	$847,774	6,219	-8.1%	Shares	Sole	2022-05-09
2021-12-31	$1,071,871	6,769	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.