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Spectrum Wealth Advisory Group, LLC

SEC CIK
0001776821
Latest filing
Aug 6, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Spectrum Wealth Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
1,570
Value
$514.0K
% of portfolio
0.1%
Quarters held
4
Since Q2 2025
Holdings of JPM by Spectrum Wealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,570$514.0K0.1%+1,570NewHolders
Q1 20260$00.0%−726−100.0%Sold outHolders
Q4 2025726$233.8K0.1%−61−7.8%ReducedHolders
Q3 2025787$248.4K0.1%−4−0.5%ReducedHolders
Q2 2025791$229.4K0.1%+791NewHolders