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Disclosed positions
Guidance Point Advisors, LLC: source evidence dated 2026-08-01T03:59:59.999Z.
- Issuer
- JPMORGAN CHASE & CO
- Ticker
- JPM
- Class
- COM
- Reported value
- $131,264,179
- Reported amount
- 401,007
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002985Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| JPMORGAN CHASE & CO | JPM | COM | $131,264,179 | 401,007 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $61,263,573 | 81,708 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $25,808,676 | 187,601 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $23,265,133 | 240,817 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $19,271,236 | 249,839 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $18,441,241 | 124,275 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $14,093,454 | 62,015 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $10,144,801 | 122,396 | SH | None |
| ISHARES TR | IBDV | IBONDS DEC 2030 | $9,410,876 | 431,677 | SH | None |
| ISHARES TR | IBDW | IBONDS DEC 2031 | $8,985,143 | 431,138 | SH | None |
| ISHARES TR | IBDX | IBONDS DEC 2032 | $8,200,817 | 325,556 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $8,022,720 | 10,738 | SH | None |
| ISHARES TR | IBDU | IBONDS DEC 29 | $7,911,179 | 341,567 | SH | None |
| ISHARES TR | IBDZ | IBONDS DEC 2034 | $7,624,273 | 292,677 | SH | None |
| ISHARES TR | IBDY | IBONDS DEC 2033 | $7,442,402 | 289,080 | SH | None |
| ISHARES TR | IBCA | IBONDS DEC 2035 | $7,120,727 | 278,043 | SH | None |
| ISHARES TR | IJK | S&P MC 400GR ETF | $6,975,232 | 59,348 | SH | None |
| ISHARES TR | IBDT | IBDS DEC28 ETF | $6,740,878 | 266,941 | SH | None |
| ISHARES TR | IBDS | IBONDS 27 ETF | $5,648,452 | 233,201 | PRN | None |
| ISHARES TR | IJT | S&P SML 600 GWT | $5,415,429 | 30,314 | SH | None |
| ISHARES TR | IBDR | IBONDS DEC2026 | $5,169,911 | 213,363 | PRN | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $4,690,819 | 37,769 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $4,451,262 | 46,628 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $3,837,050 | 50,621 | SH | None |
| ISHARES TR | DVY | SELECT DIVID ETF | $3,794,651 | 24,247 | SH | None |
| ISHARES TR | IUSV | CORE S&P US VLU | $3,151,202 | 28,606 | SH | None |
| ISHARES TR | IJJ | S&P MC 400VL ETF | $2,985,892 | 20,202 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $2,519,423 | 15,336 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $2,198,466 | 9,046 | SH | None |
| APPLE INC | AAPL | COM | $2,194,682 | 7,582 | SH | None |
| VANGUARD WORLD FD | VPU | UTILITIES ETF | $2,103,624 | 10,731 | SH | None |
| BROADCOM INC | AVGO | COM | $1,663,383 | 4,402 | SH | None |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $1,539,217 | 36,281 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,436,380 | 3,847 | SH | None |
| ISHARES TR | SCZ | EAFE SML CP ETF | $1,424,822 | 17,301 | SH | None |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | UNIT | $1,412,372 | 35,693 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,383,525 | 1,875 | SH | None |
| ISHARES TR | IWO | RUS 2000 GRW ETF | $1,359,673 | 3,441 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $1,250,093 | 23,841 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $1,240,178 | 6,276 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $1,157,965 | 12,003 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $1,082,909 | 4,459 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTWO | VNG RUS2000IDX | $1,074,702 | 8,849 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $1,012,276 | 4,568 | SH | None |
| ISHARES TR | IYR | U.S. REAL ES ETF | $1,007,350 | 9,841 | SH | None |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $996,230 | 19,505 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $909,809 | 8,755 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $877,411 | 2,024 | SH | None |
| ISHARES TR | IBHH | IBONDS 28 TR HI | $839,346 | 35,701 | SH | None |
| ISHARES TR | IGM | EXPND TEC SC ETF | $796,708 | 4,869 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.