Arista Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1964758 Las Vegas, NV

Position in JPM

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

Position Value

$13,248,681

+$1,357,263 QoQ

Shares Held

40,475

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.27%

of 13F equity value

Holder Rank

#1,241

of 5,048 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Arista Wealth Management, LLC holds $16,748,739 across 5 Banks - Diversified names. JPM ranks #1 (79.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	40,475	$13,248,681
2	WFC	Wells Fargo & Company/Mn	15,791	$1,304,968
3	C	Citigroup Inc	5,980	$836,960
4	BAC	Bank Of America Corp /De/	12,220	$696,295
5	ING	Ing Groep NV	21,091	$661,835

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,248,681	40,475	+0.1%	Shares	Sole	2026-07-09
2026-03-31	$11,891,418	40,425	+4.7%	Shares	Sole	2026-04-30
2025-12-31	$12,444,780	38,622	-3.5%	Shares	Sole	2026-02-09
2025-09-30	$12,625,716	40,027	+2.0%	Shares	Sole	2025-11-06
2025-06-30	$11,382,156	39,261	+3241.4%	Shares	Sole	2025-07-29
2025-03-31	$288,227	1,175	0.0%	Shares	Sole	2025-05-14
2024-12-31	$281,659	1,175	0.0%	Shares	Sole	2025-02-13
2024-09-30	$247,760	1,175	0.0%	Shares	Sole	2024-10-30
2024-06-30	$237,655	1,175	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.