W ADVISORS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1929907 Germantown, TN

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,535,497

+$249,286 QoQ

Shares Held

7,746

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.66%

of 13F equity value

Holder Rank

#2,757

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

W ADVISORS, LLC holds $3,827,463 across 5 Banks - Diversified names. JPM ranks #1 (66.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,746	$2,535,497
2	BAC	Bank Of America Corp /De/	7,285	$415,098
3	BNY	Bank of New York Mellon Corp	2,444	$353,426
4	C	Citigroup Inc	2,079	$290,976
5	WFC	Wells Fargo & Company/Mn	2,813	$232,466

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,535,497	7,746	-0.3%	Shares	Other	2026-07-31
2026-03-31	$2,286,211	7,772	-4.9%	Shares	Sole	2026-04-29
2025-12-31	$2,632,859	8,171	-5.7%	Shares	Sole	2026-02-13
2025-09-30	$2,733,200	8,665	+0.7%	Shares	Other	2025-11-14
2025-06-30	$2,494,384	8,604	-1.6%	Shares	Other	2025-08-07
2025-03-31	$2,145,147	8,745	+1.1%	Shares	Other	2025-05-13
2024-12-31	$2,073,491	8,650	+0.5%	Shares	Sole	2025-01-22
2024-09-30	$1,814,239	8,604	+2.0%	Shares	Other	2024-10-28
2024-06-30	$1,706,265	8,436	+0.9%	Shares	Sole	2024-08-06
2024-03-31	$1,674,507	8,360	-0.2%	Shares	Other	2024-04-25
2023-12-31	$1,424,416	8,374	+0.0%	Shares	Sole	2024-02-06
2023-09-30	$1,213,962	8,371	+1.3%	Shares	Sole	2023-11-13
2023-06-30	$1,201,624	8,262	0.0%	Shares	Sole	2023-08-04
2023-03-31	$1,076,620	8,262	+1.2%	Shares	Sole	2023-08-07
2022-12-31	$1,095,060	8,166	-1.8%	Shares	Other	2023-02-07
2022-09-30	$868,917	8,315	+0.1%	Shares	Sole	2022-10-24
2022-06-30	$935,450	8,307	+0.6%	Shares	Other	2022-08-26
2022-03-31	$1,125,321	8,255	+4.9%	Shares	Sole	2022-08-26
2021-12-31	$1,246,372	7,871	—	Shares	Other	2022-08-15
No filing history on record for this holder in this stock.