AGH Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2061010 Wichita, KS

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,035,664

+$281,589 QoQ

Shares Held

6,219

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#2,957

of 5,058 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AGH Wealth Advisors, LLC holds $3,596,689 across 4 Banks - Diversified names. JPM ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,219	$2,035,664
2	BAC	Bank Of America Corp /De/	18,210	$1,037,605
3	WFC	Wells Fargo & Company/Mn	3,353	$277,091
4	C	Citigroup Inc	1,760	$246,329

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,035,664	6,219	+4.3%	Shares	Other	2026-07-22
2026-03-31	$1,754,075	5,963	-0.1%	Shares	Other	2026-04-22
2025-12-31	$1,923,975	5,971	-11.2%	Shares	Sole	2026-02-04
2025-09-30	$2,121,581	6,726	+3.1%	Shares	Sole	2025-11-03
2025-06-30	$1,890,502	6,521	-2.8%	Shares	Other	2025-08-05
2025-03-31	$1,645,472	6,708	-3.1%	Shares	Sole	2025-04-11
2024-12-31	$1,660,230	6,926	—	Shares	Other	2025-04-04
No filing history on record for this holder in this stock.