Asset Advisory Group, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 2110402 KINNELON, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,665,120

+$270,070 QoQ

Shares Held

8,142

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.28%

of 13F equity value

Holder Rank

#2,703

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

Asset Advisory Group, Inc. holds $3,349,749 across 3 Banks - Diversified names. JPM ranks #1 (79.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,142	$2,665,120
2	BAC	Bank Of America Corp /De/	8,497	$484,159
3	UBS	UBS Group AG	4,045	$200,470

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,665,120	8,142	0.0%	Shares	Sole	2026-07-09
2026-03-31	$2,395,050	8,142	-0.0%	Shares	Sole	2026-04-16
2025-12-31	$2,623,837	8,143	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.