AVAII WEALTH MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1904431 APPLETON, WI

Position in JPM

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

Position Value

$1,773,801

-$6,732,423 QoQ

Shares Held

5,419

-81.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#3,075

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AVAII WEALTH MANAGEMENT, LLC holds $2,060,019 across 2 Banks - Diversified names. JPM ranks #1 (86.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JPM	Jpmorgan Chase & Co This page	5,419	$1,773,801
2	C	Citigroup Inc	2,045	$286,218

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,773,801	5,419	-81.3%	Shares	Defined	2026-08-10
2026-03-31	$8,506,224	28,917	+3.1%	Shares	Defined	2026-04-21
2025-12-31	$9,040,848	28,058	+4.9%	Shares	Defined	2026-01-13
2025-09-30	$8,440,906	26,760	+4.0%	Shares	Defined	2025-10-20
2025-06-30	$7,461,993	25,739	+29.9%	Shares	Sole	2025-07-15
2025-03-31	$4,858,902	19,808	+307.8%	Shares	Defined	2025-04-16
2024-12-31	$1,164,271	4,857	-3.6%	Shares	Defined	2025-01-21
2024-09-30	$1,061,890	5,036	-9.8%	Shares	Defined	2024-10-16
2024-06-30	$1,129,015	5,582	-1.2%	Shares	Defined	2024-07-31
2024-03-31	$1,131,094	5,647	+2.9%	Shares	Defined	2024-04-29
2023-12-31	$933,849	5,490	-3.2%	Shares	Defined	2024-02-05
2023-09-30	$822,698	5,673	-2.6%	Shares	Defined	2023-10-24
2023-06-30	$847,188	5,825	+1.4%	Shares	Defined	2023-07-31
2023-03-31	$748,240	5,742	+6.8%	Shares	Defined	2023-04-10
2022-12-31	$720,652	5,374	+4.0%	Shares	Sole	2023-01-25
2022-09-30	$540,160	5,169	+0.7%	Shares	Defined	2022-11-14
2022-06-30	$578,251	5,135	-0.3%	Shares	Defined	2022-08-12
2022-03-31	$702,319	5,152	+34.9%	Shares	Sole	2022-04-14
2021-12-31	$604,738	3,819	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.