Wiser Advisor Group LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2011550 PHOENIX, AZ

Position in JPM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,105,713

+$211,911 QoQ

Shares Held

6,433

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.02%

of 13F equity value

Holder Rank

#2,913

of 5,048 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

Wiser Advisor Group LLC holds $2,165,749 across 6 Banks - Diversified names. JPM ranks #1 (97.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,433	$2,105,713
2	BAC	Bank Of America Corp /De/	519	$29,572
3	C	Citigroup Inc	109	$15,255
4	BCS	Barclays PLC	302	$8,111
5	HSBC	Hsbc Holdings PLC	41	$3,898
6	ING	Ing Groep NV	102	$3,200

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,105,713	6,433	-0.1%	Shares	Sole	2026-08-17
2026-03-31	$1,893,802	6,438	+0.0%	Shares	Sole	2026-04-22
2025-12-31	$2,073,807	6,436	+1.1%	Shares	Sole	2026-02-09
2025-09-30	$2,008,342	6,367	+2.8%	Shares	Sole	2025-11-14
2025-06-30	$1,795,122	6,192	-16.1%	Shares	Sole	2025-08-08
2025-03-31	$1,811,295	7,384	+3.7%	Shares	Sole	2025-05-14
2024-12-31	$1,707,214	7,122	+4.2%	Shares	Sole	2025-02-05
2024-09-30	$1,440,806	6,833	-1.4%	Shares	Sole	2024-11-13
2024-06-30	$1,401,459	6,929	+1.7%	Shares	Sole	2024-08-14
2024-03-31	$1,364,803	6,814	-3.4%	Shares	Sole	2024-05-16
2023-12-31	$1,199,545	7,052	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.