Spartan Wealth Advisory Services LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2075193
BINGHAM FARMS, MI
Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$16,829,344
+$2,472,866 QoQ
Shares Held
51,414
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#1,095
of 5,058 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Spartan Wealth Advisory Services LLC holds $30,012,847 across 5 Banks - Diversified names. JPM ranks #1 (56.1% of the industry book) .
All Filings in JPM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,829,344 | 51,414 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $14,356,478 | 48,805 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||