Resurgent Financial Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1912339 ATLANTA, GA

Position in JPM

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

Position Value

$5,451,681

+$699,233 QoQ

Shares Held

16,655

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.03%

of 13F equity value

Holder Rank

#2,018

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

Resurgent Financial Advisors LLC holds $6,768,258 across 5 Banks - Diversified names. JPM ranks #1 (80.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	16,655	$5,451,681
2	C	Citigroup Inc	3,470	$485,661
3	BAC	Bank Of America Corp /De/	6,032	$343,703
4	WFC	Wells Fargo & Company/Mn	3,033	$250,647
5	RY	Royal Bank Of Canada	1,143	$236,566

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,451,681	16,655	+3.1%	Shares	Sole	2026-08-14
2026-03-31	$4,752,448	16,156	-3.7%	Shares	Sole	2026-05-13
2025-12-31	$5,403,307	16,769	-5.3%	Shares	Sole	2026-02-12
2025-09-30	$5,584,372	17,704	-11.5%	Shares	Sole	2025-11-13
2025-06-30	$5,802,548	20,015	+2.5%	Shares	Sole	2025-08-11
2025-03-31	$4,788,746	19,522	-2.0%	Shares	Sole	2025-05-05
2024-12-31	$4,774,543	19,918	-3.0%	Shares	Sole	2025-02-13
2024-09-30	$4,330,010	20,535	+1.0%	Shares	Sole	2024-11-14
2024-06-30	$4,110,934	20,325	-3.4%	Shares	Sole	2024-08-14
2024-03-31	$4,212,509	21,031	+0.1%	Shares	Sole	2024-05-10
2023-12-31	$3,573,630	21,009	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$3,056,731	21,078	+1.2%	Shares	Sole	2023-11-13
2023-06-30	$3,027,915	20,819	+1.7%	Shares	Sole	2023-08-14
2023-03-31	$2,668,357	20,477	-10.7%	Shares	Sole	2023-05-15
2022-12-31	$3,075,985	22,938	+2.1%	Shares	Sole	2023-02-15
2022-09-30	$2,347,697	22,466	+9.6%	Shares	Sole	2022-11-14
2022-06-30	$2,307,941	20,495	+7.1%	Shares	Sole	2022-08-15
2022-03-31	$2,609,573	19,143	+18.8%	Shares	Sole	2022-05-16
2021-12-31	$2,550,543	16,107	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.