Wharton Business Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1513126 MALVERN, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$53,059,538

+$5,287,072 QoQ

Shares Held

162,098

-0.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

8.45%

of 13F equity value

Holder Rank

#579

of 5,072 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wharton Business Group, LLC holds $83,643,600 across 5 Banks - Diversified names. JPM ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	162,098	$53,059,538
2	BAC	Bank Of America Corp /De/	374,259	$21,325,277
3	C	Citigroup Inc	50,778	$7,106,888
4	WFC	Wells Fargo & Company/Mn	17,675	$1,460,662
5	BNY	Bank of New York Mellon Corp	4,780	$691,235

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,059,538	162,098	-0.2%	Shares	Sole	2026-08-10
2026-03-31	$47,772,466	162,403	-0.1%	Shares	Sole	2026-05-07
2025-12-31	$52,385,883	162,578	-2.8%	Shares	Sole	2026-02-11
2025-09-30	$52,759,768	167,263	-14.0%	Shares	Sole	2025-11-10
2025-06-30	$56,370,970	194,443	-9.7%	Shares	Sole	2025-08-14
2025-03-31	$52,839,582	215,408	-0.2%	Shares	Sole	2025-05-09
2024-12-31	$51,737,807	215,835	-1.3%	Shares	Sole	2025-02-04
2024-09-30	$46,126,679	218,755	+11.3%	Shares	Sole	2024-11-07
2024-06-30	$39,769,170	196,624	-0.2%	Shares	Sole	2024-08-12
2024-03-31	$39,454,893	196,979	-1.1%	Shares	Sole	2024-05-13
2023-12-31	$33,871,672	199,128	+0.1%	Shares	Sole	2024-02-07
2023-09-30	$28,840,417	198,872	+8.4%	Shares	Sole	2023-11-06
2023-06-30	$26,691,876	183,525	+0.2%	Shares	Sole	2023-08-07
2023-03-31	$23,861,715	183,115	+0.0%	Shares	Sole	2023-05-04
2022-12-31	$24,549,016	183,065	+0.4%	Shares	Sole	2023-02-13
2022-09-30	$19,059,755	182,390	+0.9%	Shares	Sole	2022-10-31
2022-06-30	$20,364,842	180,844	+4.5%	Shares	Sole	2022-08-09
2022-03-31	$23,591,948	173,063	+0.7%	Shares	Sole	2022-05-18
2021-12-31	$27,219,731	171,896	+2.6%	Shares	Sole	2022-02-10
2021-09-30	$27,411,691	167,461	+6.1%	Shares	Sole	2021-11-09
2021-06-30	$24,547,478	157,821	+2.6%	Shares	Sole	2021-08-11
2021-03-31	$23,410,995	153,787	+1.2%	Shares	Sole	2021-05-10
2020-12-31	$19,309,430	151,959	+1.1%	Shares	Sole	2021-02-11
2020-09-30	$14,472,654	150,334	+20.4%	Shares	Sole	2020-11-06
2020-06-30	$11,746,400	124,882	+10.9%	Shares	Sole	2020-08-11
2020-03-31	$10,135,757	112,582	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.