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Exit Wealth Advisors, LLC.

SEC CIK
0002082744
Latest filing
Aug 11, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Exit 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)
867
Value
$283.7K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of JPM by Exit Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026867$283.7K0.1%−42−4.6%ReducedHolders
Q1 2026909$267.3K0.1%+252+38.4%AddedHolders
Q4 2025657$211.7K0.1%+657NewHolders