Ethos Financial Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1954242 KING OF PRUSSIA, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$7,967,539

+$510,878 QoQ

Shares Held

24,341

-4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#1,659

of 5,058 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ethos Financial Group, LLC holds $12,924,449 across 6 Banks - Diversified names. JPM ranks #1 (61.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	24,341	$7,967,539
2	C	Citigroup Inc	13,090	$1,832,076
3	BAC	Bank Of America Corp /De/	30,154	$1,718,174
4	BNY	Bank of New York Mellon Corp	4,185	$605,192
5	ING	Ing Groep NV	18,317	$574,787
6	WFC	Wells Fargo & Company/Mn	2,743	$226,681

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,967,539	24,341	-4.0%	Shares	Sole	2026-08-07
2026-03-31	$7,456,661	25,349	+1.8%	Shares	Sole	2026-05-05
2025-12-31	$8,021,344	24,894	+5.0%	Shares	Sole	2026-01-20
2025-09-30	$7,475,375	23,699	-0.7%	Shares	Sole	2025-10-23
2025-06-30	$6,921,601	23,875	+2.0%	Shares	Sole	2025-08-06
2025-03-31	$5,742,718	23,411	+24.8%	Shares	Sole	2025-05-13
2024-12-31	$4,498,158	18,765	+3.4%	Shares	Sole	2025-02-06
2024-09-30	$3,825,211	18,141	-0.5%	Shares	Sole	2024-11-07
2024-06-30	$3,688,008	18,234	+0.0%	Shares	Sole	2024-08-12
2024-03-31	$3,651,669	18,231	-1.8%	Shares	Sole	2024-05-08
2023-12-31	$3,157,226	18,561	-8.6%	Shares	Sole	2024-02-07
2023-09-30	$2,945,356	20,310	+20.1%	Shares	Sole	2023-11-13
2023-06-30	$2,459,535	16,911	0.0%	Shares	Sole	2023-07-19
2023-03-31	$2,203,672	16,911	-1.7%	Shares	Sole	2023-04-20
2022-12-31	$2,306,788	17,202	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.