Bellars Harris Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2136908 VIRGINIA BEACH, VA

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$13,033,298

New position

Shares Held

39,817

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

3.26%

of 13F equity value

Holder Rank

#1,253

of 5,058 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bellars Harris Wealth Management, LLC holds $31,870,155 across 4 Banks - Diversified names. JPM ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	39,817	$13,033,298
2	BNY	Bank of New York Mellon Corp	71,394	$10,324,286
3	HSBC	Hsbc Holdings PLC	84,607	$8,045,279
4	BAC	Bank Of America Corp /De/	8,201	$467,292

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,033,298	39,817	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.