INVESTED ADVISORS

Position in JPM — Jpmorgan Chase & Co

CIK 2090165 STATE COLLEGE, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$987,881

+$46,569 QoQ

Shares Held

3,018

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.26%

of 13F equity value

Holder Rank

#3,663

of 5,056 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

INVESTED ADVISORS holds $1,652,101 across 3 Banks - Diversified names. JPM ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,018	$987,881
2	BAC	Bank Of America Corp /De/	6,569	$374,301
3	ING	Ing Groep NV	9,239	$289,919

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$987,881	3,018	-5.7%	Shares	Sole	2026-08-04
2026-03-31	$941,312	3,200	+0.5%	Shares	Sole	2026-04-29
2025-12-31	$1,025,626	3,183	+1.3%	Shares	Sole	2026-01-26
2025-09-30	$990,765	3,141	—	Shares	Sole	2025-10-23
No filing history on record for this holder in this stock.