Greenwich Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1439805 GREENWICH, CT

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,332,539

+$454,334 QoQ

Shares Held

13,236

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,233

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Greenwich Wealth Management LLC holds $13,821,453 across 5 Banks - Diversified names. JPM ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BCS	Barclays PLC	272,283	$7,313,521
2	JPM	Jpmorgan Chase & Co This page	13,236	$4,332,539
3	BAC	Bank Of America Corp /De/	28,870	$1,645,012
4	WFC	Wells Fargo & Company/Mn	3,234	$267,257
5	C	Citigroup Inc	1,880	$263,124

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,332,539	13,236	+0.4%	Shares	Sole	2026-08-12
2026-03-31	$3,878,205	13,184	+1.9%	Shares	Sole	2026-05-12
2025-12-31	$4,166,949	12,932	+1.7%	Shares	Sole	2026-02-10
2025-09-30	$4,010,061	12,713	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$3,670,840	12,662	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$3,104,271	12,655	-6.8%	Shares	Sole	2025-05-12
2024-12-31	$3,255,980	13,583	+6.4%	Shares	Sole	2025-02-10
2024-09-30	$2,692,893	12,771	+0.5%	Shares	Sole	2024-10-29
2024-06-30	$2,570,724	12,710	-2.3%	Shares	Sole	2024-08-09
2024-03-31	$2,606,103	13,011	+5.6%	Shares	Sole	2024-05-13
2023-12-31	$2,096,482	12,325	-2.5%	Shares	Sole	2024-02-01
2023-09-30	$1,834,067	12,647	+1.1%	Shares	Sole	2023-11-07
2023-06-30	$1,818,581	12,504	-1.2%	Shares	Sole	2023-07-31
2023-03-31	$1,649,463	12,658	+1.3%	Shares	Sole	2023-04-24
2022-12-31	$1,675,445	12,494	+3.5%	Shares	Sole	2023-02-06
2022-09-30	$1,260,897	12,066	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$1,357,626	12,056	-5.3%	Shares	Sole	2022-08-08
2022-03-31	$1,735,762	12,733	-3.6%	Shares	Sole	2022-05-11
2021-12-31	$2,090,536	13,202	+1.3%	Shares	Sole	2022-01-28
2021-09-30	$2,132,553	13,028	+26.4%	Shares	Sole	2021-10-19
2021-06-30	$1,603,772	10,311	-0.6%	Shares	Sole	2021-07-27
2021-03-31	$1,579,386	10,375	-7.2%	Shares	Sole	2021-05-06
2020-12-31	$1,420,642	11,180	-0.2%	Shares	Sole	2021-02-12
2020-09-30	$1,078,224	11,200	+0.1%	Shares	Sole	2020-10-29
2020-06-30	$1,052,907	11,194	-5.2%	Shares	Sole	2020-08-11
2020-03-31	$1,063,344	11,811	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.