PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1989941
LEAWOOD, KS
Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,937,731
+$3,575,495 QoQ
Shares Held
33,415
+33.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
#1,380
of 5,058 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $29,563,690 across 4 Banks - Diversified names. JPM ranks #1 (37.0% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,937,731 | 33,415 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,362,236 | 25,028 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,686,065 | 20,750 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,058,464 | 19,207 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $421,239 | 1,453 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $310,549 | 1,266 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $251,695 | 1,050 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $242,489 | 1,150 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $3,099,562 | 18,222 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,342,798 | 16,155 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||