EADS & HEALD WEALTH MANAGEMENT

Position in JPM — Jpmorgan Chase & Co

CIK 1035912 ATLANTA, GA

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,475,589

+$108,340 QoQ

Shares Held

10,618

-7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.06%

of 13F equity value

Holder Rank

#2,424

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EADS & HEALD WEALTH MANAGEMENT holds $3,897,971 across 3 Banks - Diversified names. JPM ranks #1 (89.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,618	$3,475,589
2	C	Citigroup Inc	1,560	$218,337
3	BAC	Bank Of America Corp /De/	3,581	$204,045

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,475,589	10,618	-7.2%	Shares	Sole	2026-07-31
2026-03-31	$3,367,249	11,447	-1.6%	Shares	Sole	2026-04-29
2025-12-31	$3,750,318	11,639	-2.7%	Shares	Sole	2026-01-29
2025-09-30	$3,774,119	11,965	-4.4%	Shares	Sole	2025-10-22
2025-06-30	$3,628,513	12,516	-6.0%	Shares	Sole	2025-07-22
2025-03-31	$3,266,660	13,317	-4.2%	Shares	Sole	2025-04-25
2024-12-31	$3,333,167	13,905	-4.3%	Shares	Sole	2025-01-17
2024-09-30	$3,064,428	14,533	-7.7%	Shares	Sole	2024-10-28
2024-06-30	$3,185,999	15,752	-5.9%	Shares	Sole	2024-07-23
2024-03-31	$3,353,422	16,742	-8.4%	Shares	Sole	2024-04-23
2023-12-31	$3,110,448	18,286	-2.0%	Shares	Sole	2024-01-30
2023-09-30	$2,705,928	18,659	-2.4%	Shares	Sole	2023-10-27
2023-06-30	$2,779,794	19,113	-3.6%	Shares	Sole	2023-07-25
2023-03-31	$2,582,613	19,819	-1.0%	Shares	Sole	2023-04-21
2022-12-31	$2,684,682	20,020	+1.2%	Shares	Sole	2023-01-27
2022-09-30	$2,067,114	19,781	+5.4%	Shares	Sole	2022-10-27
2022-06-30	$2,114,365	18,776	+4.6%	Shares	Sole	2022-07-26
2022-03-31	$2,447,080	17,951	-0.4%	Shares	Sole	2022-04-27
2021-12-31	$2,853,150	18,018	-0.4%	Shares	Sole	2022-01-31
2021-09-30	$2,959,842	18,082	+1.6%	Shares	Sole	2021-10-27
2021-06-30	$2,768,923	17,802	-1.7%	Shares	Sole	2021-07-30
2021-03-31	$2,757,494	18,114	-0.7%	Shares	Sole	2021-04-29
2020-12-31	$2,317,121	18,235	+1.4%	Shares	Sole	2021-02-02
2020-09-30	$1,731,993	17,991	-8.2%	Shares	Sole	2020-11-02
2020-06-30	$1,844,234	19,607	-0.8%	Shares	Sole	2020-07-29
2020-03-31	$1,779,442	19,765	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.