Position in ING
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$680,161
+$107,061 QoQ
Shares Held
21,675
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#244
of 584 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ING Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $11,441,450 across 7 Banks - Diversified names. ING ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,527 | $4,100,462 | |
| 2 | BAC |
Bank Of America Corp /De/
|
47,015 | $2,678,914 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,341 | $1,680,980 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,155 | $1,179,294 | |
| 5 | C |
Citigroup Inc
|
5,976 | $836,400 | |
| 6 | ING |
Ing Groep NV
This page
|
21,675 | $680,161 | |
| 7 | TD |
Toronto Dominion Bank
|
2,349 | $285,239 |
All Filings in ING
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,161 | 21,675 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $573,100 | 22,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $646,100 | 23,075 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $601,796 | 23,075 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $519,828 | 23,769 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $465,634 | 23,769 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $373,243 | 23,819 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $433,915 | 23,894 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $413,828 | 24,144 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $405,967 | 24,619 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $369,777 | 24,619 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $325,796 | 24,719 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $340,036 | 25,244 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $303,207 | 25,544 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $314,521 | 25,844 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $215,900 | 25,400 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $265,112 | 26,725 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $271,701 | 26,050 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $304,152 | 21,850 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $319,504 | 22,050 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $291,942 | 22,050 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $274,257 | 22,425 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $211,786 | 22,435 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $159,901 | 22,585 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||