ATWOOD & PALMER INC

Position in JPM — Jpmorgan Chase & Co

CIK 1044929 KANSAS CITY, MO

Position in JPM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,880,176

+$276,566 QoQ

Shares Held

8,799

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,611

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

ATWOOD & PALMER INC holds $3,778,084 across 7 Banks - Diversified names. JPM ranks #1 (76.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,799	$2,880,176
2	BAC	Bank Of America Corp /De/	7,966	$453,902
3	WFC	Wells Fargo & Company/Mn	2,925	$241,722
4	BCS	Barclays PLC	6,105	$163,980
5	HSBC	Hsbc Holdings PLC	233	$22,155
6	BNY	Bank of New York Mellon Corp	110	$15,907
7	TD	Toronto Dominion Bank	2	$242

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,880,176	8,799	-0.6%	Shares	Sole	2026-07-08
2026-03-31	$2,603,610	8,851	+0.2%	Shares	Sole	2026-04-15
2025-12-31	$2,847,458	8,837	+0.1%	Shares	Sole	2026-01-28
2025-09-30	$2,783,985	8,826	-2.4%	Shares	Sole	2025-10-15
2025-06-30	$2,621,656	9,043	+1.1%	Shares	Sole	2025-07-08
2025-03-31	$2,195,189	8,949	+24.3%	Shares	Sole	2025-04-15
2024-12-31	$1,726,151	7,201	+1.1%	Shares	Sole	2025-01-16
2024-09-30	$1,501,323	7,120	0.0%	Shares	Sole	2024-10-07
2024-06-30	$1,440,091	7,120	-3.4%	Shares	Sole	2024-07-10
2024-03-31	$1,476,611	7,372	+1.8%	Shares	Sole	2024-04-10
2023-12-31	$1,232,374	7,245	-2.7%	Shares	Sole	2024-01-12
2023-09-30	$1,079,673	7,445	-6.3%	Shares	Sole	2023-10-20
2023-06-30	$1,155,520	7,945	+6.0%	Shares	Sole	2023-07-18
2023-03-31	$976,673	7,495	0.0%	Shares	Sole	2023-04-21
2022-12-31	$1,005,079	7,495	+0.0%	Shares	Sole	2023-01-31
2022-09-30	$783,123	7,494	-1.2%	Shares	Sole	2022-10-12
2022-06-30	$853,921	7,583	-2.3%	Shares	Sole	2022-07-21
2022-03-31	$1,057,979	7,761	-3.1%	Shares	Sole	2022-04-29
2021-12-31	$1,268,541	8,011	+0.8%	Shares	Sole	2022-01-24
2021-09-30	$1,301,171	7,949	+1.3%	Shares	Sole	2021-10-29
2021-06-30	$1,220,833	7,849	-3.7%	Shares	Sole	2021-07-26
2021-03-31	$1,240,522	8,149	+0.4%	Shares	Sole	2021-04-26
2020-12-31	$1,030,918	8,113	+1.2%	Shares	Sole	2021-02-04
2020-09-30	$771,411	8,013	0.0%	Shares	Sole	2020-10-28
2020-06-30	$753,702	8,013	0.0%	Shares	Sole	2020-07-24
2020-03-31	$721,410	8,013	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.