SEC 13F Intelligence

Bestgate Wealth Advisors, LLC / JPM

Bestgate Wealth Advisors, LLC’s Jpmorgan Chase & Co Position

Does Bestgate Wealth Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 2.0K shares worth $578,008 (+1.04% of its 13F portfolio) as of Q1 2026, down from 2.0K shares the prior filed quarter.

Position Value
$578,008
Q1 2026
Shares
2.0K
% of Portfolio
+1.04%
Quarters Held
6
currently held

Position History JPM

Reported value by quarter
Q4 ’24: $491,632Q4 ’24Q1 ’25: $503,097Q1 ’25Q2 ’25: $503,097Q2 ’25Q3 ’25: $646,929Q3 ’25Q4 ’25: $647,966Q4 ’25Q1 ’26: $578,008Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.0K$578,008+1.04%
Q4 20252.0K$647,966+1.14%
Q3 20252.1K$646,929+1.14%
Q2 20252.1K$503,097+1.04%
Q1 20252.1K$503,097+1.04%
Q4 20242.1K$491,632+0.99%

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