FORM Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2053294 Lake Geneva, WI

Position in JPM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,212,757

-$88,018 QoQ

Shares Held

3,705

-16.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#3,447

of 5,056 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FORM Wealth Advisors, LLC holds $1,658,043 across 3 Banks - Diversified names. JPM ranks #1 (73.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,705	$1,212,757
2	BMO	Bank Of Montreal /Can/	1,362	$240,665
3	C	Citigroup Inc	1,462	$204,621

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,212,757	3,705	-16.2%	Shares	Sole	2026-07-10
2026-03-31	$1,300,775	4,422	-5.6%	Shares	Sole	2026-04-13
2025-12-31	$1,508,956	4,683	-12.4%	Shares	Sole	2026-01-28
2025-06-30	$1,548,989	5,343	+4.5%	Shares	Sole	2025-07-16
2025-03-31	$1,254,709	5,115	—	Shares	Sole	2025-04-23
No filing history on record for this holder in this stock.