Maia Wealth LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2010858 DENVER, CO

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,658,233

+$897,104 QoQ

Shares Held

14,231

+11.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.26%

of 13F equity value

Holder Rank

#2,165

of 5,056 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Maia Wealth LLC holds $6,350,624 across 5 Banks - Diversified names. JPM ranks #1 (73.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,231	$4,658,233
2	BAC	Bank Of America Corp /De/	13,181	$751,053
3	WFC	Wells Fargo & Company/Mn	4,827	$398,903
4	BNY	Bank of New York Mellon Corp	2,307	$333,615
5	C	Citigroup Inc	1,492	$208,820

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,658,233	14,231	+11.3%	Shares	Sole	2026-07-28
2026-03-31	$3,761,129	12,786	+18.9%	Shares	Sole	2026-05-08
2025-12-31	$3,465,476	10,755	+10.8%	Shares	Sole	2026-02-17
2025-09-30	$3,061,248	9,705	+37.2%	Shares	Sole	2025-11-13
2025-06-30	$2,051,113	7,075	+39.0%	Shares	Sole	2025-08-13
2025-03-31	$1,248,331	5,089	+3.6%	Shares	Sole	2025-05-12
2024-12-31	$1,177,455	4,912	+17.1%	Shares	Sole	2025-02-05
2024-09-30	$884,768	4,196	+2.6%	Shares	Sole	2024-10-30
2024-06-30	$826,838	4,088	+3.7%	Shares	Sole	2024-07-16
2023-12-31	$670,364	3,941	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.