MPWM ADVISORY SOLUTIONS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2056693 ALPHARETTA, GA

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$85,105

+$8,624 QoQ

Shares Held

260

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#4,986

of 5,058 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Financial Services · as of Jun 30, 2026

MPWM ADVISORY SOLUTIONS, LLC holds $164,321 across 6 Banks - Diversified names. JPM ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	260	$85,105
2	BAC	Bank Of America Corp /De/	733	$41,766
3	MUFG	Mitsubishi Ufj Financial Group Inc	578	$11,496
4	WFC	Wells Fargo & Company/Mn	123	$10,164
5	UBS	UBS Group AG	200	$9,912
6	C	Citigroup Inc	42	$5,878

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,105	260	0.0%	Shares	Sole	2026-08-13
2026-03-31	$76,481	260	+58.5%	Shares	Sole	2026-05-13
2025-12-31	$52,844	164	+47.7%	Shares	Sole	2026-02-17
2025-09-30	$35,012	111	0.0%	Shares	Sole	2025-11-14
2025-06-30	$32,180	111	-65.0%	Shares	Sole	2025-08-14
2025-03-31	$77,760	317	+5.3%	Shares	Sole	2025-05-15
2024-12-31	$72,152	301	—	Shares	Sole	2025-02-18
No filing history on record for this holder in this stock.