VICUS CAPITAL

Position in JPM — Jpmorgan Chase & Co

CIK 1544806 STATE COLLEGE, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,593,428

+$266,773 QoQ

Shares Held

10,978

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#2,390

of 5,058 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VICUS CAPITAL holds $5,120,141 across 4 Banks - Diversified names. JPM ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,978	$3,593,428
2	C	Citigroup Inc	5,039	$705,258
3	BAC	Bank Of America Corp /De/	8,943	$509,572
4	WFC	Wells Fargo & Company/Mn	3,774	$311,883

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,593,428	10,978	-2.9%	Shares	Sole	2026-08-05
2026-03-31	$3,326,655	11,309	-3.0%	Shares	Sole	2026-04-22
2025-12-31	$3,757,085	11,660	-9.0%	Shares	Sole	2026-01-22
2025-09-30	$4,042,235	12,815	-1.3%	Shares	Sole	2025-10-24
2025-06-30	$3,763,031	12,980	+0.1%	Shares	Sole	2025-07-18
2025-03-31	$3,179,578	12,962	+23.0%	Shares	Sole	2025-04-17
2024-12-31	$2,526,063	10,538	+11.0%	Shares	Sole	2025-01-30
2024-09-30	$2,001,483	9,492	-14.7%	Shares	Sole	2024-10-21
2024-06-30	$2,250,142	11,125	+1.8%	Shares	Sole	2024-07-23
2024-03-31	$2,189,479	10,931	+15.1%	Shares	Sole	2024-04-17
2023-12-31	$1,614,929	9,494	-20.3%	Shares	Sole	2024-02-01
2023-09-30	$1,726,608	11,906	+22.0%	Shares	Sole	2023-10-23
2023-06-30	$1,418,912	9,756	+0.7%	Shares	Sole	2023-08-17
2023-03-31	$1,262,834	9,691	+96.9%	Shares	Sole	2023-05-02
2022-12-31	$660,040	4,922	-14.3%	Shares	Sole	2023-02-15
2022-09-30	$600,248	5,744	-0.2%	Shares	Sole	2022-11-08
2022-06-30	$648,070	5,755	-1.7%	Shares	Sole	2022-08-10
2022-03-31	$798,426	5,857	+10.9%	Shares	Sole	2022-05-11
2021-12-31	$835,929	5,279	-1.9%	Shares	Sole	2022-02-10
2021-03-31	$818,845	5,379	+28.7%	Shares	Sole	2021-05-04
2020-12-31	$531,025	4,179	-10.2%	Shares	Sole	2021-02-01
2020-09-30	$448,233	4,656	-3.8%	Shares	Sole	2020-11-12
2020-06-30	$455,250	4,840	-5.6%	Shares	Sole	2020-08-03
2020-03-31	$461,763	5,129	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.