Lauterbach Financial Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1909828 EL PASO, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,213,357

+$937,460 QoQ

Shares Held

28,147

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

22.20%

of 13F equity value

Holder Rank

#1,543

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

Lauterbach Financial Advisors, LLC holds $10,179,961 across 3 Banks - Diversified names. JPM ranks #1 (90.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	28,147	$9,213,357
2	WFC	Wells Fargo & Company/Mn	8,643	$714,257
3	C	Citigroup Inc	1,803	$252,347

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,213,357	28,147	+0.0%	Shares	Sole	2026-07-28
2026-03-31	$8,275,897	28,134	-1.8%	Shares	Sole	2026-05-14
2025-12-31	$9,231,925	28,651	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$9,027,922	28,621	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$8,293,165	28,606	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$7,012,636	28,588	+0.1%	Shares	Sole	2025-05-05
2024-12-31	$6,848,994	28,572	-1.7%	Shares	Sole	2025-02-07
2024-09-30	$6,127,169	29,058	0.0%	Shares	Sole	2024-11-01
2024-06-30	$5,877,271	29,058	+0.1%	Shares	Sole	2024-08-12
2024-03-31	$5,814,308	29,028	-1.7%	Shares	Sole	2024-05-08
2023-12-31	$5,023,903	29,535	+0.7%	Shares	Sole	2024-01-18
2023-09-30	$4,252,711	29,325	0.0%	Shares	Sole	2023-10-30
2023-06-30	$4,265,028	29,325	+0.0%	Shares	Sole	2023-08-02
2023-03-31	$3,820,819	29,321	-1.8%	Shares	Sole	2023-05-02
2022-12-31	$4,004,628	29,863	+0.0%	Shares	Sole	2023-01-26
2022-09-30	$3,120,265	29,859	-3.3%	Shares	Sole	2022-10-28
2022-06-30	$3,475,820	30,866	-1.0%	Shares	Sole	2022-07-29
2022-03-31	$4,250,457	31,180	0.0%	Shares	Sole	2022-05-11
2021-12-31	$4,937,353	31,180	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.