McKinley Carter Wealth Services, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1484265 WHEELING, WV

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,627,116

+$898,501 QoQ

Shares Held

23,301

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#1,696

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Financial Services · as of Jun 30, 2026

McKinley Carter Wealth Services, Inc. holds $20,818,543 across 4 Banks - Diversified names. JPM ranks #1 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	23,301	$7,627,116
2	C	Citigroup Inc	43,040	$6,023,878
3	BNY	Bank of New York Mellon Corp	35,362	$5,113,698
4	WFC	Wells Fargo & Company/Mn	24,853	$2,053,851

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,627,116	23,301	+1.9%	Shares	Sole	2026-07-28
2026-03-31	$6,728,615	22,874	-7.4%	Shares	Sole	2026-04-20
2025-12-31	$7,959,800	24,703	-8.3%	Shares	Sole	2026-02-06
2025-09-30	$8,493,268	26,926	+0.2%	Shares	Sole	2025-11-04
2025-06-30	$7,793,940	26,884	+3.7%	Shares	Sole	2025-07-24
2025-03-31	$6,361,364	25,933	-0.4%	Shares	Sole	2025-04-15
2024-12-31	$6,241,329	26,037	-1.6%	Shares	Sole	2025-01-23
2024-09-30	$5,576,825	26,448	+8.8%	Shares	Sole	2024-10-16
2024-06-30	$4,918,760	24,319	-1.5%	Shares	Sole	2024-08-09
2024-03-31	$4,946,208	24,694	-11.5%	Shares	Sole	2024-04-26
2023-12-31	$4,747,831	27,912	-4.6%	Shares	Sole	2024-02-07
2023-09-30	$4,244,300	29,267	-0.1%	Shares	Sole	2023-10-13
2023-06-30	$4,260,373	29,293	+3.1%	Shares	Sole	2023-08-03
2023-03-31	$3,702,498	28,413	+4.8%	Shares	Sole	2023-04-25
2022-12-31	$3,636,389	27,117	+9.8%	Shares	Sole	2023-02-08
2022-09-30	$2,580,941	24,698	+0.1%	Shares	Sole	2022-10-24
2022-06-30	$2,778,651	24,675	+2.1%	Shares	Sole	2022-07-15
2022-03-31	$3,293,900	24,163	+4.9%	Shares	Sole	2022-04-27
2021-12-31	$3,648,384	23,040	+2.6%	Shares	Sole	2022-02-07
2021-09-30	$3,675,658	22,455	+4.4%	Shares	Sole	2021-11-03
2021-06-30	$3,344,887	21,505	-3.7%	Shares	Sole	2021-08-12
2021-03-31	$3,398,382	22,324	+3.4%	Shares	Sole	2021-04-30
2020-12-31	$2,742,170	21,580	+38.6%	Shares	Sole	2021-02-16
2020-09-30	$1,498,827	15,569	+9.4%	Shares	Sole	2020-10-14
2020-06-30	$1,338,567	14,231	-5.0%	Shares	Sole	2020-07-20
2020-03-31	$1,349,099	14,985	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.