CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 944361 MINNEAPOLIS, MN

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$7,705,675

+$1,594,207 QoQ

Shares Held

23,541

+13.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

#1,687

of 5,058 holders

Holding Since

Jun 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $19,790,862 across 6 Banks - Diversified names. JPM ranks #1 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	23,541	$7,705,675
2	BMO	Bank Of Montreal /Can/	22,055	$3,897,118
3	BAC	Bank Of America Corp /De/	57,576	$3,280,680
4	C	Citigroup Inc	13,879	$1,942,504
5	UBS	UBS Group AG	33,990	$1,684,544
6	WFC	Wells Fargo & Company/Mn	15,493	$1,280,341

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,705,675	23,541	+13.3%	Shares	Sole	2026-07-15
2026-03-31	$6,111,468	20,776	+11.3%	Shares	Sole	2026-04-09
2025-12-31	$6,015,847	18,670	+15.5%	Shares	Sole	2026-01-22
2025-09-30	$5,098,295	16,163	-16.4%	Shares	Sole	2025-10-14
2025-06-30	$5,606,859	19,340	+34.3%	Shares	Sole	2025-07-21
2025-03-31	$3,532,074	14,399	+21.3%	Shares	Sole	2025-04-17
2024-12-31	$2,846,076	11,873	+0.7%	Shares	Sole	2025-01-14
2024-09-30	$2,486,671	11,793	+73.5%	Shares	Sole	2024-10-15
2021-09-30	$1,112,764	6,798	-4.2%	Shares	Sole	2021-11-02
2021-06-30	$1,103,556	7,095	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.