ADVISORS MANAGEMENT GROUP INC /ADV

Position in JPM — Jpmorgan Chase & Co

CIK 842766 LA CROSSE, WI

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,840,228

+$448,126 QoQ

Shares Held

14,787

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#2,135

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ADVISORS MANAGEMENT GROUP INC /ADV holds $10,255,092 across 4 Banks - Diversified names. JPM ranks #1 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,787	$4,840,228
2	C	Citigroup Inc	22,079	$3,090,176
3	BNS	Bank Of Nova Scotia	19,584	$1,700,674
4	WFC	Wells Fargo & Company/Mn	7,551	$624,014

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,840,228	14,787	-1.0%	Shares	Sole	2026-08-04
2026-03-31	$4,392,102	14,931	-16.9%	Shares	Sole	2026-05-01
2025-12-31	$5,791,260	17,973	-18.5%	Shares	Sole	2026-01-14
2025-09-30	$6,954,285	22,047	-0.3%	Shares	Sole	2025-12-18
2025-06-30	$6,410,779	22,113	-1.7%	Shares	Sole	2025-07-16
2025-03-31	$5,516,306	22,488	-0.5%	Shares	Sole	2025-04-25
2024-12-31	$5,416,247	22,595	-1.7%	Shares	Sole	2025-01-14
2024-09-30	$4,845,141	22,978	+0.4%	Shares	Sole	2024-10-31
2024-06-30	$4,627,304	22,878	+5.0%	Shares	Sole	2024-07-31
2024-03-31	$4,363,335	21,784	-5.1%	Shares	Sole	2024-04-26
2023-12-31	$3,906,346	22,965	+1.2%	Shares	Sole	2024-01-26
2023-09-30	$3,292,389	22,703	-0.4%	Shares	Sole	2023-10-17
2023-06-30	$3,315,159	22,794	+0.8%	Shares	Sole	2023-07-19
2023-03-31	$2,948,003	22,623	+4.7%	Shares	Sole	2023-04-26
2022-12-31	$2,898,705	21,616	+1.6%	Shares	Sole	2023-02-03
2022-09-30	$2,223,551	21,278	+1.9%	Shares	Sole	2022-10-21
2022-06-30	$2,351,296	20,880	+0.9%	Shares	Sole	2022-08-03
2022-03-31	$2,822,232	20,703	+0.3%	Shares	Sole	2022-04-20
2021-12-31	$3,269,769	20,649	-1.0%	Shares	Sole	2022-01-31
2021-09-30	$3,413,591	20,854	+0.7%	Shares	Sole	2021-10-28
2021-06-30	$3,221,544	20,712	-0.0%	Shares	Sole	2021-07-21
2021-03-31	$3,154,205	20,720	-1.1%	Shares	Sole	2021-04-14
2020-12-31	$2,661,989	20,949	+1.3%	Shares	Sole	2021-01-14
2020-09-30	$1,991,537	20,687	+0.6%	Shares	Sole	2020-11-10
2020-06-30	$1,934,626	20,568	-2.8%	Shares	Sole	2020-08-06
2020-03-31	$1,904,854	21,158	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.