Carson Advisory Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1909304 ATHENS, GA

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,933,858

+$294,067 QoQ

Shares Held

8,963

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

#2,593

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

Carson Advisory Inc. holds $9,111,055 across 5 Banks - Diversified names. JPM ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	54,427	$3,101,250
2	JPM	Jpmorgan Chase & Co This page	8,963	$2,933,858
3	C	Citigroup Inc	12,566	$1,758,737
4	WFC	Wells Fargo & Company/Mn	12,781	$1,056,221
5	RY	Royal Bank Of Canada	1,261	$260,989

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,933,858	8,963	-0.1%	Shares	Sole	2026-08-11
2026-03-31	$2,639,791	8,974	-1.1%	Shares	Sole	2026-05-07
2025-12-31	$2,923,824	9,074	-5.1%	Shares	Sole	2026-02-12
2025-09-30	$3,016,457	9,563	-3.7%	Shares	Sole	2025-11-06
2025-06-30	$2,879,676	9,933	-0.5%	Shares	Sole	2025-08-05
2025-03-31	$2,448,829	9,983	-0.7%	Shares	Sole	2025-05-02
2024-12-31	$2,409,085	10,050	-6.2%	Shares	Sole	2025-02-13
2024-09-30	$2,258,310	10,710	-2.3%	Shares	Sole	2024-11-01
2024-06-30	$2,217,174	10,962	-3.3%	Shares	Sole	2024-08-07
2024-03-31	$2,271,001	11,338	+0.5%	Shares	Sole	2024-05-03
2023-12-31	$1,919,748	11,286	-0.7%	Shares	Sole	2024-02-06
2023-09-30	$1,649,022	11,371	+12.8%	Shares	Sole	2023-11-09
2023-06-30	$1,466,180	10,081	-0.8%	Shares	Sole	2023-07-28
2023-03-31	$1,324,079	10,161	-5.0%	Shares	Sole	2023-05-05
2022-12-31	$1,433,797	10,692	-0.5%	Shares	Sole	2023-02-08
2022-09-30	$1,122,748	10,744	+19.2%	Shares	Sole	2022-11-07
2022-06-30	$1,014,728	9,011	+11.0%	Shares	Sole	2022-08-03
2022-03-31	$1,106,236	8,115	-1.2%	Shares	Sole	2022-05-03
2021-12-31	$1,300,211	8,211	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.