Provenance Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2081584 FORT LAUDERDALE, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$477,574

+$275,192 QoQ

Shares Held

1,459

+112.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#4,327

of 5,057 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Provenance Wealth Advisors, LLC holds $810,590 across 7 Banks - Diversified names. JPM ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,459	$477,574
2	BAC	Bank Of America Corp /De/	4,953	$282,221
3	C	Citigroup Inc	186	$26,032
4	WFC	Wells Fargo & Company/Mn	135	$11,156
5	MUFG	Mitsubishi Ufj Financial Group Inc	327	$6,504
6	UBS	UBS Group AG	120	$5,947
7	BNY	Bank of New York Mellon Corp	8	$1,156

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$477,574	1,459	+112.1%	Shares	Sole	2026-07-24
2026-03-31	$202,382	688	+3.0%	Shares	Sole	2026-04-20
2025-12-31	$215,242	668	-65.6%	Shares	Sole	2026-01-26
2025-09-30	$613,195	1,944	0.0%	Shares	Sole	2025-11-12
2025-06-30	$563,585	1,944	-45.1%	Shares	Sole	2025-08-15
2025-03-31	$869,343	3,544	-57.4%	Shares	Sole	2025-08-15
2024-12-31	$1,994,147	8,319	+321.6%	Shares	Sole	2025-08-15
2024-09-30	$416,026	1,973	+5.0%	Shares	Sole	2025-08-15
2024-06-30	$380,046	1,879	-1.1%	Shares	Sole	2025-08-15
2024-03-31	$380,369	1,899	+19.3%	Shares	Sole	2025-08-15
2023-12-31	$270,799	1,592	+9.5%	Shares	Sole	2025-08-15
2023-09-30	$210,859	1,454	—	Shares	Sole	2025-08-15
No filing history on record for this holder in this stock.