Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,351,490
+$940,868 QoQ
Shares Held
28,569
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,531
of 5,056 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $14,428,295 across 6 Banks - Diversified names. JPM ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
28,569 | $9,351,490 | |
| 2 | BAC |
Bank Of America Corp /De/
|
38,743 | $2,207,576 | |
| 3 | RY |
Royal Bank Of Canada
|
4,461 | $923,293 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,943 | $714,807 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,643 | $714,257 | |
| 6 | C |
Citigroup Inc
|
3,693 | $516,872 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,351,490 | 28,569 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,410,622 | 28,592 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,502,590 | 29,491 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,228,850 | 29,258 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,439,859 | 29,112 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,808,546 | 27,756 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,410,564 | 26,743 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,100,914 | 24,191 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,891,051 | 24,182 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,828,031 | 24,104 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,086,482 | 24,024 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,438,134 | 23,708 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,423,803 | 23,541 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,961,294 | 22,725 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,834,471 | 21,137 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,203,173 | 21,083 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,207,268 | 19,601 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,367,562 | 10,032 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,487,539 | 9,394 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||