Madson Wealth Advisors Inc

Position in JPM — Jpmorgan Chase & Co

CIK 2129795 SANTA ROSA, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$273,975

New position

Shares Held

837

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#4,732

of 5,058 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Madson Wealth Advisors Inc holds $1,081,394 across 4 Banks - Diversified names. JPM ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	3,718	$307,255
2	JPM	Jpmorgan Chase & Co This page	837	$273,975
3	BAC	Bank Of America Corp /De/	4,429	$252,364
4	UBS	UBS Group AG	5,000	$247,800

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,975	837	—	Shares	Sole	2026-07-21
No filing history on record for this holder in this stock.