Smith Salley Wealth Management

Position in JPM — Jpmorgan Chase & Co

CIK 1482012 GREENSBORO, NC

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$53,167,884

+$5,782,533 QoQ

Shares Held

162,429

+0.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.64%

of 13F equity value

Holder Rank

#575

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

Smith Salley Wealth Management holds $66,664,739 across 5 Banks - Diversified names. JPM ranks #1 (79.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	162,429	$53,167,884
2	BAC	Bank Of America Corp /De/	162,266	$9,245,916
3	C	Citigroup Inc	24,395	$3,414,324
4	WFC	Wells Fargo & Company/Mn	6,700	$553,688
5	RY	Royal Bank Of Canada	1,367	$282,927

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,167,884	162,429	+0.8%	Shares	Sole	2026-07-23
2026-03-31	$47,385,351	161,087	+1.7%	Shares	Sole	2026-04-16
2025-12-31	$51,024,825	158,354	-6.3%	Shares	Sole	2026-01-27
2025-09-30	$53,334,166	169,084	-0.2%	Shares	Sole	2025-10-20
2025-06-30	$49,100,607	169,365	+2.4%	Shares	Sole	2025-07-17
2025-03-31	$40,585,866	165,454	-12.1%	Shares	Sole	2025-04-25
2024-12-31	$45,141,468	188,317	+0.8%	Shares	Sole	2025-01-15
2024-09-30	$39,409,734	186,900	+2.5%	Shares	Sole	2024-10-24
2024-06-30	$36,865,323	182,267	+4.3%	Shares	Sole	2024-07-29
2024-03-31	$34,993,211	174,704	-21.4%	Shares	Sole	2024-05-02
2023-12-31	$37,803,363	222,242	+0.5%	Shares	Sole	2024-01-24
2023-09-30	$32,067,981	221,128	+2.9%	Shares	Sole	2023-10-27
2023-06-30	$31,252,437	214,882	+0.4%	Shares	Sole	2023-08-04
2023-03-31	$27,887,251	214,007	+2.9%	Shares	Sole	2023-05-03
2022-12-31	$27,877,512	207,886	+0.2%	Shares	Sole	2023-02-03
2022-09-30	$21,672,464	207,392	-0.5%	Shares	Other	2022-11-01
2022-06-30	$23,483,238	208,536	+5.2%	Shares	Other	2022-08-01
2022-03-31	$27,015,215	198,175	+0.9%	Shares	Other	2022-05-10
2021-12-31	$31,099,781	196,399	-0.7%	Shares	Sole	2022-02-10
2021-09-30	$32,375,917	197,788	+1.6%	Shares	Sole	2021-11-05
2021-06-30	$30,280,215	194,678	+1.3%	Shares	Other	2021-08-09
2021-03-31	$29,249,166	192,138	+3.1%	Shares	Other	2021-04-30
2020-12-31	$23,681,908	186,369	+3.3%	Shares	Other	2021-01-28
2020-09-30	$17,373,461	180,466	+0.3%	Shares	Sole	2020-11-05
2020-06-30	$16,916,878	179,852	+4.0%	Shares	Other	2020-08-04
2020-03-31	$15,569,067	172,932	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.