Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$216,037
+$38,365 QoQ
Shares Held
660
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#4,885
of 5,058 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $793,431 across 17 Banks - Diversified names. JPM ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
3,907 | $322,874 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
660 | $216,037 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,104 | $119,885 | |
| 4 | C |
Citigroup Inc
|
504 | $70,539 | |
| 5 | RY |
Royal Bank Of Canada
|
91 | $18,834 | |
| 6 | ING |
Ing Groep NV
|
594 | $18,639 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
40 | $3,803 | |
| 8 | TD |
Toronto Dominion Bank
|
29 | $3,521 |
All Filings in JPM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,037 | 660 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $177,672 | 604 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $185,598 | 576 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $181,056 | 574 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $171,336 | 591 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $144,972 | 591 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $71,913 | 300 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $173,959 | 825 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $224,305 | 1,109 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $217,125 | 1,084 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||