Jupiter Wealth Management LLC

Position in BAC — Bank Of America Corp /De/

CIK 1774207 GLENDALE, CO

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,085,468

+$398,718 QoQ

Shares Held

36,600

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#1,442

of 3,594 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Jupiter Wealth Management LLC holds $7,316,599 across 4 Banks - Diversified names. BAC ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	24,300	$3,401,028
2	BAC	Bank Of America Corp /De/ This page	36,600	$2,085,468
3	WFC	Wells Fargo & Company/Mn	15,000	$1,239,600
4	JPM	Jpmorgan Chase & Co	1,804	$590,503

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,085,468	36,600	+5.8%	Shares	Sole	2026-08-11
2026-03-31	$1,686,750	34,600	-5.5%	Shares	Sole	2026-05-14
2025-12-31	$2,013,000	36,600	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,888,194	36,600	+5.8%	Shares	Sole	2025-11-14
2025-06-30	$1,637,272	34,600	+44.2%	Shares	Sole	2025-08-14
2025-03-31	$1,001,520	24,000	-48.1%	Shares	Sole	2025-05-20
2024-12-31	$2,032,555	46,247	+5.7%	Shares	Sole	2025-02-20
2024-09-30	$1,735,880	43,747	-31.3%	Shares	Sole	2024-11-04
2024-06-30	$2,531,241	63,647	+2.7%	Shares	Sole	2024-08-12
2024-03-31	$2,348,992	61,946	+58.8%	Shares	Sole	2024-05-09
2023-12-31	$1,313,130	39,000	0.0%	Shares	Sole	2024-02-07
2023-09-30	$1,067,820	39,000	+62.5%	Shares	Sole	2023-11-13
2023-06-30	$688,560	24,000	-34.4%	Shares	Sole	2023-08-15
2023-03-31	$1,046,760	36,600	+83.0%	Shares	Sole	2023-04-13
2022-12-31	$662,400	20,000	-4.8%	Shares	Sole	2023-02-14
2022-09-30	$634,200	21,000	0.0%	Shares	Sole	2022-11-14
2022-06-30	$653,730	21,000	-75.4%	Shares	Sole	2022-08-15
2022-03-31	$3,519,033	85,372	0.0%	Shares	Sole	2022-05-10
2021-12-31	$3,798,200	85,372	-10.5%	Shares	Sole	2022-02-09
2021-09-30	$4,048,541	95,372	+7.9%	Shares	Sole	2021-11-17
2021-06-30	$3,643,577	88,372	-6.1%	Shares	Sole	2021-08-09
2021-03-31	$3,642,199	94,138	+370.7%	Shares	Sole	2021-04-30
2020-12-31	$606,200	20,000	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.