Gratus Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2022161 VIRGINIA BEACH, VA

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$724,381

+$54,579 QoQ

Shares Held

2,213

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#3,969

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

Gratus Wealth Advisors, LLC holds $3,863,810 across 4 Banks - Diversified names. JPM ranks #2 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	43,746	$2,492,647
2	JPM	Jpmorgan Chase & Co This page	2,213	$724,381
3	C	Citigroup Inc	2,988	$418,200
4	WFC	Wells Fargo & Company/Mn	2,766	$228,582

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$724,381	2,213	-2.8%	Shares	Sole	2026-07-20
2026-03-31	$669,802	2,277	+21.5%	Shares	Sole	2026-05-04
2025-12-31	$603,840	1,874	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$590,484	1,872	-6.7%	Shares	Sole	2025-10-28
2025-06-30	$581,849	2,007	+7.4%	Shares	Sole	2025-07-22
2025-03-31	$458,465	1,869	-1.3%	Shares	Sole	2025-05-06
2024-12-31	$454,010	1,894	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$398,947	1,892	+0.1%	Shares	Sole	2024-10-08
2024-06-30	$382,473	1,891	-0.5%	Shares	Sole	2024-07-22
2024-03-31	$380,770	1,901	+4.3%	Shares	Sole	2024-05-09
2023-12-31	$310,092	1,823	—	Shares	Sole	2024-05-09
No filing history on record for this holder in this stock.