SEC 13F Intelligence

A4 Wealth Advisors LLC / JPM

A4 Wealth Advisors LLC’s Jpmorgan Chase & Co Position

Does A4 Wealth Advisors LLC own Jpmorgan Chase & Co (JPM)? Yes5.2K shares worth $2M (+1.25% of its 13F portfolio) as of Q1 2026, up from 5.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.2K
% of Portfolio
+1.25%
Quarters Held
3
currently held

Position History JPM

Reported value by quarter
Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.2K$2M+1.25%
Q4 20255.2K$2M+1.44%
Q3 20255.2K$2M+1.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See A4 Wealth Advisors LLC’s full portfolio or all institutional holders of JPM.