PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in JPM — Jpmorgan Chase & Co

CIK 2145782 WALTHAM, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,016,359

+$165,649 QoQ

Shares Held

3,105

+7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#3,631

of 5,057 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,859,291 across 6 Banks - Diversified names. JPM ranks #1 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,105	$1,016,359
2	C	Citigroup Inc	6,851	$958,865
3	BAC	Bank Of America Corp /De/	14,019	$798,802
4	WFC	Wells Fargo & Company/Mn	516	$42,642
5	BNY	Bank of New York Mellon Corp	279	$40,346
6	SAN	Banco Santander, S.A.	165	$2,277

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,016,359	3,105	+7.4%	Shares	Sole	2026-08-07
2026-03-31	$850,710	2,892	-0.4%	Shares	Sole	2026-08-07
2025-12-31	$935,404	2,903	-3.6%	Shares	Sole	2026-08-07
2025-09-30	$949,759	3,011	+1.9%	Shares	Sole	2026-08-07
2025-06-30	$856,394	2,954	-9.1%	Shares	Sole	2026-08-07
2025-03-31	$797,225	3,250	-2.9%	Shares	Sole	2026-08-07
2024-12-31	$802,549	3,348	+13.3%	Shares	Sole	2026-08-07
2024-09-30	$622,880	2,954	+5.6%	Shares	Sole	2026-08-07
2024-06-30	$565,923	2,798	+0.1%	Shares	Sole	2026-08-07
2024-03-31	$559,838	2,795	+10.2%	Shares	Sole	2026-08-07
2023-12-31	$431,543	2,537	+2.3%	Shares	Sole	2026-08-07
2023-09-30	$359,794	2,481	-50.1%	Shares	Sole	2026-08-07
2023-06-30	$722,982	4,971	+73.5%	Shares	Sole	2026-08-07
2023-03-31	$373,338	2,865	-4.3%	Shares	Sole	2026-08-07
2022-12-31	$401,629	2,995	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.