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FOCUS Wealth Advisors, LLC

SEC CIK
0001845643
Latest filing
Jul 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by FOCUS Wealth Advisors, 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)
1,152
Value
$377.0K
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of JPM by FOCUS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,152$377.0K0.2%+3+0.3%AddedHolders
Q1 20261,149$338.1K0.2%+2+0.2%AddedHolders
Q4 20251,147$369.6K0.2%+2+0.2%AddedHolders
Q3 20251,145$361.2K0.2%−141−11.0%ReducedHolders
Q2 20251,286$372.8K0.2%−69−5.1%ReducedHolders
Q1 20251,355$332.4K0.2%+69+5.4%AddedHolders
Q4 20241,286$308.3K0.2%00.0%UnchangedHolders
Q3 20241,286$271.2K0.1%00.0%UnchangedHolders
Q2 20241,286$260.1K0.1%+175+15.8%AddedHolders
Q1 20241,111$222.5K0.1%+1,111NewHolders