TRED AVON FAMILY WEALTH, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2094435 EASTON, MD

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,921,733

+$476,976 QoQ

Shares Held

15,036

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

#2,107

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

TRED AVON FAMILY WEALTH, LLC holds $22,485,025 across 4 Banks - Diversified names. JPM ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	286,761	$16,339,641
2	JPM	Jpmorgan Chase & Co This page	15,036	$4,921,733
3	SMFG	Sumitomo Mitsui Financial Group, Inc.	31,695	$747,368
4	C	Citigroup Inc	3,403	$476,283

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,921,733	15,036	-0.5%	Shares	Sole	2026-08-10
2026-03-31	$4,444,757	15,110	-0.8%	Shares	Sole	2026-04-22
2025-12-31	$4,907,410	15,230	+6.5%	Shares	Sole	2026-01-27
2025-09-30	$4,509,702	14,297	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.