Linscomb Wealth, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1313294 Houston, TX

Position in JPM

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

Position Value

$22,968,746

+$445,798 QoQ

Shares Held

70,170

-8.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.58%

of 13F equity value

Holder Rank

#934

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

Linscomb Wealth, Inc. holds $51,196,702 across 5 Banks - Diversified names. JPM ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	70,170	$22,968,746
2	C	Citigroup Inc	101,671	$14,229,873
3	BAC	Bank Of America Corp /De/	232,749	$13,262,038
4	BNY	Bank of New York Mellon Corp	2,868	$414,741
5	WFC	Wells Fargo & Company/Mn	3,888	$321,304

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,968,746	70,170	-8.4%	Shares	Sole	2026-07-31
2026-03-31	$22,522,948	76,567	-20.3%	Shares	Sole	2026-05-11
2025-12-31	$30,949,553	96,051	-1.0%	Shares	Sole	2026-02-10
2025-09-30	$30,609,011	97,039	-8.5%	Shares	Sole	2025-11-05
2025-06-30	$30,732,779	106,008	+1.0%	Shares	Sole	2025-08-04
2025-03-31	$25,748,895	104,969	-2.6%	Shares	Sole	2025-05-12
2024-12-31	$25,842,895	107,809	-0.1%	Shares	Sole	2025-02-05
2024-09-30	$22,754,535	107,913	-2.1%	Shares	Sole	2024-11-06
2024-06-30	$22,292,894	110,219	-0.3%	Shares	Sole	2024-08-07
2024-03-31	$22,143,365	110,551	-2.0%	Shares	Sole	2024-05-14
2023-12-31	$19,190,171	112,817	-5.8%	Shares	Sole	2024-02-06
2023-09-30	$17,371,075	119,784	-5.0%	Shares	Sole	2023-10-10
2023-06-30	$18,346,528	126,145	-1.5%	Shares	Sole	2023-08-09
2023-03-31	$16,684,892	128,040	-1.2%	Shares	Sole	2023-05-11
2022-12-31	$17,385,260	129,644	+1.2%	Shares	Sole	2023-02-14
2022-09-30	$13,380,598	128,044	+1.2%	Shares	Sole	2022-11-09
2022-06-30	$14,254,962	126,587	+5.8%	Shares	Sole	2022-08-15
2022-03-31	$16,314,232	119,676	+1.6%	Shares	Sole	2022-05-17
2021-12-31	$18,659,172	117,835	+0.7%	Shares	Sole	2022-02-10
2021-09-30	$19,148,456	116,980	-1.0%	Shares	Sole	2021-11-03
2021-06-30	$18,387,938	118,220	+2.0%	Shares	Sole	2021-08-10
2021-03-31	$17,644,370	115,906	+2.6%	Shares	Sole	2021-05-12
2020-12-31	$14,352,810	112,952	+2.6%	Shares	Sole	2021-02-11
2020-09-30	$10,593,454	110,039	+3.5%	Shares	Sole	2020-11-13
2020-06-30	$10,003,751	106,355	+17.8%	Shares	Sole	2020-08-11
2020-03-31	$8,125,927	90,258	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.