KINGSWOOD WEALTH ADVISORS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1987855 SAN DIEGO, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$19,621,796

+$1,877,477 QoQ

Shares Held

59,945

-0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#1,015

of 5,058 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $32,251,560 across 9 Banks - Diversified names. JPM ranks #1 (60.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	59,945	$19,621,796
2	BAC	Bank Of America Corp /De/	108,963	$6,208,711
3	WFC	Wells Fargo & Company/Mn	28,021	$2,315,655
4	C	Citigroup Inc	15,609	$2,184,635
5	CM	Canadian Imperial Bank Of Commerce /Can/	7,415	$852,725
6	RY	Royal Bank Of Canada	2,211	$457,610
7	BMO	Bank Of Montreal /Can/	1,206	$213,100
8	NTB	Bank of N.T. Butterfield & Son Ltd	3,405	$202,597

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,621,796	59,945	-0.6%	Shares	Sole	2026-07-27
2026-03-31	$17,744,319	60,322	-1.5%	Shares	Sole	2026-04-28
2025-12-31	$19,737,263	61,254	+39.4%	Shares	Sole	2026-01-28
2025-09-30	$13,863,463	43,951	+46.5%	Shares	Sole	2025-10-23
2025-06-30	$8,697,010	29,999	+1.1%	Shares	Sole	2025-07-23
2025-03-31	$7,279,277	29,675	-7.5%	Shares	Sole	2025-07-25
2024-12-31	$7,688,458	32,074	-46.0%	Shares	Sole	2025-01-22
2024-09-30	$12,516,649	59,360	+30.7%	Shares	Sole	2024-10-21
2024-06-30	$9,182,806	45,401	+31.5%	Shares	Sole	2024-07-09
2024-03-31	$6,915,557	34,526	-17.4%	Shares	Sole	2024-04-15
2023-12-31	$7,113,071	41,817	+248.3%	Shares	Sole	2024-01-16
2023-09-30	$1,740,965	12,005	-26.2%	Shares	Sole	2023-10-24
2023-06-30	$2,364,272	16,256	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.