SECURED RETIREMENT ADVISORS, LLC

Pension

Position in JPM — Jpmorgan Chase & Co

CIK 2012356 ST LOUIS PARK, MN

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,755,470

-$386,603 QoQ

Shares Held

5,363

-26.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#3,089

of 5,056 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SECURED RETIREMENT ADVISORS, LLC holds $4,849,914 across 3 Banks - Diversified names. JPM ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,363	$1,755,470
2	BNY	Bank of New York Mellon Corp	10,700	$1,547,327
3	C	Citigroup Inc	11,054	$1,547,117

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,755,470	5,363	-26.4%	Shares	Sole	2026-07-16
2026-03-31	$2,142,073	7,282	-13.1%	Shares	Sole	2026-04-24
2025-12-31	$2,700,848	8,382	+5.5%	Shares	Sole	2026-01-30
2025-09-30	$2,506,406	7,946	+5.2%	Shares	Sole	2025-10-15
2025-06-30	$2,189,980	7,554	-3.3%	Shares	Sole	2025-07-23
2025-03-31	$1,915,547	7,809	-19.2%	Shares	Sole	2025-05-01
2024-12-31	$2,317,276	9,667	-7.0%	Shares	Sole	2025-01-30
2024-09-30	$2,191,467	10,393	+2.9%	Shares	Sole	2024-10-29
2024-06-30	$2,043,432	10,103	+8.7%	Shares	Sole	2024-08-09
2024-03-31	$1,861,588	9,294	+2.5%	Shares	Sole	2024-05-13
2023-12-31	$1,541,616	9,063	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.