Quantum Financial Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1929139 SANTA MONICA, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,113,235

+$368,429 QoQ

Shares Held

9,511

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.86%

of 13F equity value

Holder Rank

#2,537

of 5,058 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quantum Financial Advisors, LLC holds $5,527,684 across 6 Banks - Diversified names. JPM ranks #1 (56.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	9,511	$3,113,235
2	BAC	Bank Of America Corp /De/	12,950	$737,891
3	RY	Royal Bank Of Canada	3,156	$653,197
4	WFC	Wells Fargo & Company/Mn	4,983	$411,795
5	C	Citigroup Inc	2,299	$321,768
6	BNY	Bank of New York Mellon Corp	2,004	$289,798

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,113,235	9,511	+1.9%	Shares	Sole	2026-07-08
2026-03-31	$2,744,806	9,331	+0.1%	Shares	Sole	2026-04-08
2025-12-31	$3,004,701	9,325	+49.1%	Shares	Sole	2026-01-12
2025-09-30	$1,972,383	6,253	0.0%	Shares	Sole	2025-10-08
2025-06-30	$1,812,807	6,253	0.0%	Shares	Sole	2025-07-11
2025-03-31	$1,533,860	6,253	-0.6%	Shares	Sole	2025-04-09
2024-12-31	$1,507,775	6,290	-0.4%	Shares	Sole	2025-01-14
2024-09-30	$1,332,002	6,317	+5.6%	Shares	Sole	2024-10-04
2024-06-30	$1,209,717	5,981	+0.0%	Shares	Sole	2024-07-15
2024-03-31	$1,197,794	5,980	+32.8%	Shares	Sole	2024-04-26
2023-12-31	$766,130	4,504	-24.3%	Shares	Sole	2024-01-09
2023-09-30	$863,304	5,953	+35.6%	Shares	Sole	2023-11-29
2023-06-30	$638,627	4,391	0.0%	Shares	Sole	2023-08-10
2023-03-31	$572,191	4,391	+0.8%	Shares	Sole	2023-04-07
2022-12-31	$583,871	4,354	+1.2%	Shares	Sole	2023-01-18
2022-09-30	$449,663	4,303	0.0%	Shares	Sole	2022-10-24
2022-06-30	$484,560	4,303	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.