Innovative Asset Advisors Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2127147 SHELTON, CT

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,392,461

+$224,352 QoQ

Shares Held

4,254

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#3,301

of 5,048 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Innovative Asset Advisors Group, LLC holds $2,003,206 across 3 Banks - Diversified names. JPM ranks #1 (69.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	4,254	$1,392,461
2	C	Citigroup Inc	2,366	$331,145
3	BAC	Bank Of America Corp /De/	4,907	$279,600

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,392,461	4,254	+7.1%	Shares	Sole	2026-08-05
2026-03-31	$1,168,109	3,971	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.