FSM Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1942548 CLEVELAND, OH

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,103,729

+$768,399 QoQ

Shares Held

15,592

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.96%

of 13F equity value

Holder Rank

#2,073

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

FSM Wealth Advisors, LLC holds $8,989,137 across 5 Banks - Diversified names. JPM ranks #1 (56.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,592	$5,103,729
2	BAC	Bank Of America Corp /De/	38,558	$2,197,034
3	WFC	Wells Fargo & Company/Mn	8,936	$738,471
4	C	Citigroup Inc	4,611	$645,355
5	BNY	Bank of New York Mellon Corp	2,106	$304,548

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,103,729	15,592	+5.8%	Shares	Sole	2026-07-15
2026-03-31	$4,335,330	14,738	+1.7%	Shares	Sole	2026-04-27
2025-12-31	$4,671,545	14,498	-11.7%	Shares	Sole	2026-01-23
2025-09-30	$5,178,729	16,418	+6.2%	Shares	Sole	2025-10-17
2025-06-30	$4,482,588	15,462	+41.8%	Shares	Sole	2025-07-31
2025-03-31	$2,674,505	10,903	+6.1%	Shares	Sole	2025-04-28
2024-12-31	$2,463,739	10,278	+3.7%	Shares	Sole	2025-01-24
2024-09-30	$2,090,044	9,912	+5.6%	Shares	Sole	2024-10-30
2024-06-30	$1,899,019	9,389	+0.9%	Shares	Sole	2024-07-12
2024-03-31	$1,863,190	9,302	+1.9%	Shares	Sole	2024-05-14
2023-12-31	$1,552,672	9,128	-0.9%	Shares	Sole	2024-05-14
2023-09-30	$1,336,359	9,215	-4.9%	Shares	Sole	2023-11-14
2023-06-30	$1,409,895	9,694	+3.5%	Shares	Sole	2023-07-12
2023-03-31	$1,220,222	9,364	+8.3%	Shares	Sole	2023-04-24
2022-12-31	$1,159,830	8,649	-1.0%	Shares	Sole	2023-01-19
2022-09-30	$913,121	8,738	+6.5%	Shares	Sole	2022-10-24
2022-06-30	$923,627	8,202	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.