Focus Partners Wealth

Position in JPM — Jpmorgan Chase & Co

CIK 1542153 ST LOUIS, MO

Position in JPM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$914,098,375

-$54,998,574 QoQ

Shares Held

3,107,487

+3.3% QoQ

Ownership

0.116%

of shares outstanding

% of Portfolio

2.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 66.44025006564914.ToString("F0")% Shared 1.1345707620982541.ToString("F0")% None 32.425179172252605.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $1,332,153,954 across 19 Banks - Diversified names. JPM ranks #1 (68.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,107,487	$914,098,375
2	BAC	Bank Of America Corp /De/	3,483,781	$169,834,323
3	C	Citigroup Inc	709,877	$80,507,150
4	WFC	Wells Fargo & Company/Mn	725,628	$57,767,245
5	BNY	Bank of New York Mellon Corp	349,135	$41,417,885
6	RY	Royal Bank Of Canada	198,124	$32,052,500
7	BCS	Barclays PLC	352,123	$7,450,922
8	MUFG	Mitsubishi Ufj Financial Group Inc	324,017	$5,498,568

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$914,098,375	3,107,487	+3.3%	Shares	Sole	2026-05-15
2025-12-31	$969,096,949	3,007,563	+27.1%	Shares	Sole	2026-02-13
2025-09-30	$746,638,581	2,367,050	+3.8%	Shares	Sole	2025-11-14
2025-06-30	$660,987,842	2,279,976	+2.1%	Shares	Sole	2025-08-14
2025-03-31	$547,527,752	2,232,074	-0.9%	Shares	Sole	2025-05-20
2024-12-31	$540,138,543	2,253,300	+49.2%	Shares	Sole	2025-05-29
2024-09-30	$318,385,104	1,509,936	-12.7%	Shares	Sole	2024-11-14
2024-06-30	$349,742,126	1,729,171	+112.2%	Shares	Sole	2024-08-15
2024-03-31	$163,216,458	814,860	+46.3%	Shares	Sole	2024-05-16
2023-12-31	$94,710,489	556,793	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.