Position in BAC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$870,312
+$154,370 QoQ
Shares Held
15,274
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,037
of 3,595 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JGP Wealth Management, LLC holds $28,607,013 across 6 Banks - Diversified names. BAC ranks #2 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,331 | $26,622,076 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
15,274 | $870,312 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,232 | $322,769 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,667 | $303,040 | |
| 5 | C |
Citigroup Inc
|
1,943 | $271,942 | |
| 6 | UBS |
UBS Group AG
|
4,376 | $216,874 |
All Filings in BAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870,312 | 15,274 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $715,942 | 14,686 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $920,205 | 16,731 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $780,247 | 15,124 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $595,569 | 12,586 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $524,420 | 12,567 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $482,746 | 10,984 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $458,740 | 11,561 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $419,613 | 10,551 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $401,610 | 10,591 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $348,720 | 10,357 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $280,261 | 10,236 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $294,187 | 10,254 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $290,204 | 10,147 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $394,657 | 11,916 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $360,316 | 11,931 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $308,965 | 9,925 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $408,861 | 9,919 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $423,055 | 9,509 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $399,794 | 9,418 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $388,097 | 9,413 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $364,034 | 9,409 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $346,988 | 11,448 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||