Marathon Wealth Advisors LLC

SEC CIK: 0002153211
Latest filing: Sep 11, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Marathon 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 overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 14,499
Value: $4.75M
% of portfolio: 1.6%
Quarters held: 3; Since Q4 2025

Holdings of JPM by Marathon Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,499	$4.75M	1.6%	+203+1.4%	Added	Holders
Q1 2026	14,296	$4.21M	1.7%	+348+2.5%	Added	Holders
Q4 2025	13,948	$4.49M	1.8%	–	No prior filing	Holders