AIRE ADVISORS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1908177 BEVERLY HILLS, CA

Position in JPM

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

Position Value

$4,296,860

+$485,429 QoQ

Shares Held

13,127

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.11%

of 13F equity value

Holder Rank

#2,241

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AIRE ADVISORS, LLC holds $5,740,484 across 3 Banks - Diversified names. JPM ranks #1 (74.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,127	$4,296,860
2	BAC	Bank Of America Corp /De/	20,424	$1,163,759
3	UBS	UBS Group AG	5,647	$279,865

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,296,860	13,127	+1.3%	Shares	Sole	2026-08-14
2026-03-31	$3,811,431	12,957	+2.7%	Shares	Sole	2026-05-06
2025-12-31	$4,066,738	12,621	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$3,969,686	12,585	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$3,644,168	12,570	+1.8%	Shares	Sole	2025-07-29
2025-03-31	$3,029,945	12,352	-2.4%	Shares	Sole	2025-05-05
2024-12-31	$3,032,331	12,650	+4.0%	Shares	Sole	2025-02-12
2024-09-30	$2,563,846	12,159	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$2,461,504	12,170	+17.4%	Shares	Sole	2024-08-01
2024-03-31	$2,077,111	10,370	-0.9%	Shares	Sole	2024-05-13
2023-12-31	$1,779,586	10,462	+4.7%	Shares	Sole	2024-01-29
2023-09-30	$1,449,329	9,994	-11.8%	Shares	Sole	2023-10-30
2023-06-30	$1,647,398	11,327	+9.7%	Shares	Sole	2023-08-02
2023-03-31	$1,346,102	10,330	-8.5%	Shares	Sole	2023-05-15
2022-12-31	$1,513,586	11,287	-3.4%	Shares	Sole	2023-02-13
2022-09-30	$1,220,560	11,680	-4.1%	Shares	Sole	2022-10-31
2022-06-30	$1,372,152	12,185	+4.5%	Shares	Sole	2022-08-08
2022-03-31	$1,589,627	11,661	-1.6%	Shares	Sole	2022-05-06
2021-12-31	$1,875,655	11,845	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.