Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$283,795
+$16,404 QoQ
Shares Held
867
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#4,698
of 5,058 holders
Holding Since
Dec 2025
3 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, 2026Exit Wealth Advisors, LLC. holds $1,001,006 across 2 Banks - Diversified names. JPM ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNS |
Bank Of Nova Scotia
|
8,259 | $717,211 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
867 | $283,795 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,795 | 867 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $267,391 | 909 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $211,698 | 657 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||