Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,698,474
-$464,760 QoQ
Shares Held
23,519
-15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
#1,689
of 5,058 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EARNED WEALTH ADVISORS, LLC holds $11,814,937 across 9 Banks - Diversified names. JPM ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
23,519 | $7,698,474 | |
| 2 | BAC |
Bank Of America Corp /De/
|
27,067 | $1,542,277 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,006 | $578,975 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
5,619 | $534,310 | |
| 5 | C |
Citigroup Inc
|
2,614 | $365,855 | |
| 6 | RY |
Royal Bank Of Canada
|
1,705 | $352,883 | |
| 7 | SAN |
Banco Santander, S.A.
|
19,535 | $269,583 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
10,477 | $262,553 |
All Filings in JPM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,698,474 | 23,519 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,163,234 | 27,751 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,961,582 | 27,812 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,230,003 | 10,240 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,812,706 | 9,702 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,266,326 | 9,239 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $718,410 | 2,997 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $547,814 | 2,598 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $394,002 | 1,948 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $383,975 | 1,917 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $297,164 | 1,747 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $247,259 | 1,705 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $238,376 | 1,639 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $220,093 | 1,689 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $213,084 | 1,589 | Shares | Sole | 2023-02-06 | |
| 2022-03-31 | $216,203 | 1,586 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $260,644 | 1,646 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||