PHILLIPS FINANCIAL MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1350660 FORT WAYNE, IN

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$9,994,039

+$1,069,225 QoQ

Shares Held

30,532

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

6.25%

of 13F equity value

Holder Rank

#1,447

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC holds $10,515,091 across 3 Banks - Diversified names. JPM ranks #1 (95.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	30,532	$9,994,039
2	C	Citigroup Inc	2,020	$282,719
3	WFC	Wells Fargo & Company/Mn	2,884	$238,333

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,994,039	30,532	+0.6%	Shares	Sole	2026-08-03
2026-03-31	$8,924,814	30,340	+0.1%	Shares	Sole	2026-04-16
2025-12-31	$9,767,454	30,313	+0.4%	Shares	Sole	2026-01-26
2025-09-30	$9,524,093	30,194	+4.4%	Shares	Sole	2025-10-24
2025-06-30	$8,384,487	28,921	+79.1%	Shares	Sole	2025-07-30
2025-03-31	$3,960,368	16,145	+0.3%	Shares	Sole	2025-04-30
2024-12-31	$3,859,331	16,100	+1.2%	Shares	Sole	2025-02-10
2024-09-30	$3,355,204	15,912	+0.3%	Shares	Sole	2024-11-07
2024-06-30	$3,208,248	15,862	+2.1%	Shares	Sole	2024-08-08
2024-03-31	$3,112,461	15,539	+1.6%	Shares	Sole	2024-04-23
2023-12-31	$2,602,700	15,301	-0.7%	Shares	Sole	2024-01-25
2023-09-30	$2,235,628	15,416	-1.0%	Shares	Sole	2023-11-09
2023-06-30	$2,264,355	15,569	+0.7%	Shares	Sole	2023-08-11
2023-03-31	$2,014,722	15,461	+0.4%	Shares	Sole	2023-05-08
2022-12-31	$2,065,274	15,401	+1.2%	Shares	Sole	2023-01-24
2022-09-30	$1,590,699	15,222	+4.5%	Shares	Sole	2022-11-08
2022-06-30	$1,639,939	14,563	+1.6%	Shares	Sole	2022-07-22
2022-03-31	$1,953,465	14,330	-0.0%	Shares	Sole	2022-05-06
2021-12-31	$2,269,630	14,333	+0.0%	Shares	Sole	2022-02-07
2021-09-30	$2,345,677	14,330	+0.1%	Shares	Sole	2021-11-09
2021-06-30	$2,227,177	14,319	+7.2%	Shares	Sole	2021-08-10
2021-03-31	$2,033,488	13,358	+0.3%	Shares	Sole	2021-05-17
2020-12-31	$1,692,445	13,319	-6.8%	Shares	Sole	2021-02-16
2020-09-30	$1,375,409	14,287	+0.1%	Shares	Sole	2020-11-06
2020-06-30	$1,342,330	14,271	+7.5%	Shares	Sole	2020-08-07
2020-03-31	$1,194,698	13,270	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.