SEC 13F Intelligence

Agh Wealth Advisors, LLC / JPM

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

Does Agh Wealth Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 6.0K shares worth $2M (+1.29% of its 13F portfolio) as of Q1 2026, down from 6.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
6.0K
% of Portfolio
+1.29%
Quarters Held
5
currently held

Position History JPM

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.0K$2M+1.29%
Q4 20256.0K$2M+1.45%
Q3 20256.7K$2M+1.56%
Q2 20256.5K$2M+1.56%
Q1 20256.7K$2M+1.59%

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