Aletheian Wealth Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1922281 Bellevue, WA

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$968,896

+$167,310 QoQ

Shares Held

2,960

+8.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.16%

of 13F equity value

Holder Rank

#3,680

of 5,058 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aletheian Wealth Advisors LLC holds $1,898,933 across 5 Banks - Diversified names. JPM ranks #1 (51.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,960	$968,896
2	BAC	Bank Of America Corp /De/	5,422	$308,945
3	WFC	Wells Fargo & Company/Mn	3,184	$263,125
4	C	Citigroup Inc	1,526	$213,578
5	SAN	Banco Santander, S.A.	10,463	$144,389

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$968,896	2,960	+8.6%	Shares	Sole	2026-07-09
2026-03-31	$801,586	2,725	-9.0%	Shares	Sole	2026-04-09
2025-09-30	$944,397	2,994	-1.9%	Shares	Sole	2025-11-12
2025-06-30	$885,095	3,053	-4.1%	Shares	Sole	2025-07-07
2025-03-31	$781,035	3,184	+11.0%	Shares	Sole	2025-04-08
2024-12-31	$687,727	2,869	+6.4%	Shares	Sole	2025-02-14
2024-09-30	$568,689	2,697	-59.6%	Shares	Sole	2024-10-25
2024-06-30	$1,351,905	6,684	-3.5%	Shares	Sole	2024-07-26
2024-03-31	$1,387,277	6,926	+21.5%	Shares	Sole	2024-04-15
2023-12-31	$969,740	5,701	-4.5%	Shares	Sole	2024-01-05
2023-09-30	$865,334	5,967	-5.3%	Shares	Sole	2023-10-05
2023-06-30	$916,708	6,303	+251.5%	Shares	Sole	2023-07-13
2023-03-31	$233,645	1,793	+19.7%	Shares	Sole	2023-05-11
2022-12-31	$200,881	1,498	—	Shares	Sole	2023-01-17
No filing history on record for this holder in this stock.