COFG Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2104330 OAK BROOK, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,552,519

+$997,001 QoQ

Shares Held

7,798

+47.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#2,751

of 5,058 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COFG Advisors, LLC holds $3,512,106 across 3 Banks - Diversified names. JPM ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,798	$2,552,519
2	BAC	Bank Of America Corp /De/	10,533	$600,170
3	C	Citigroup Inc	2,568	$359,417

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,552,519	7,798	+47.5%	Shares	Sole	2026-08-14
2026-03-31	$1,555,518	5,288	+1.0%	Shares	Sole	2026-05-11
2025-12-31	$1,687,788	5,238	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.