SEC 13F Intelligence

Soa Wealth Advisors, LLC. / JPM

Soa Wealth Advisors, LLC.’s Jpmorgan Chase & Co Position

Does Soa Wealth Advisors, LLC. own Jpmorgan Chase & Co (JPM)? Yes — 43.3K shares worth $7M (+1.23% of its 13F portfolio) as of Q1 2026, down from 43.5K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
43.3K
% of Portfolio
+1.23%
Quarters Held
21
currently held

Position History JPM

Reported value by quarter
Q1 ’21: $4MQ1 ’21Q2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $3MQ1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $7MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.3K$7M+1.23%
Q4 202543.5K$7M+1.22%
Q3 202543.7K$7M+1.22%
Q2 202543.7K$7M+1.23%
Q1 202544.4K$5M+1.10%
Q4 202421.3K$5M+0.94%
Q3 202421.1K$4M+0.85%
Q2 202420.8K$4M+0.85%
Q1 202421.2K$4M+0.88%
Q4 202321.4K$4M+0.81%
Q3 202321.2K$3M+0.76%
Q2 202321.8K$3M+0.74%
Q1 202321.8K$3M+0.70%
Q4 202221.9K$3M+0.79%
Q3 202221.9K$2M+0.69%
Q2 202221.8K$2M+0.72%
Q1 202222.9K$3M+0.76%
Q4 202123.1K$4M+0.89%
Q3 202123.2K$4M+0.97%
Q2 202123.2K$4M+0.93%
Q1 202123.5K$4M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Soa Wealth Advisors, LLC.’s full portfolio or all institutional holders of JPM.