Blake Schutter Theil Wealth Advisors, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2042011
DAYTON, OH
Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,337,470
+$134,944 QoQ
Shares Held
4,086
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.54%
of 13F equity value
Holder Rank
#3,343
of 5,056 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $2,675,686 across 3 Banks - Diversified names. JPM ranks #1 (50.0% of the industry book) .
All Filings in JPM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,337,470 | 4,086 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,202,526 | 4,088 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,286,624 | 3,993 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,298,625 | 4,117 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,285,171 | 4,433 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,087,660 | 4,434 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,275,017 | 5,319 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,524,205 | 11,971 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||