Segment Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1575581 HOUSTON, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$18,762,228

+$2,142,188 QoQ

Shares Held

57,319

+1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#1,041

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Segment Wealth Management, LLC holds $20,679,048 across 4 Banks - Diversified names. JPM ranks #1 (90.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	57,319	$18,762,228
2	WFC	Wells Fargo & Company/Mn	13,392	$1,106,714
3	BAC	Bank Of America Corp /De/	8,563	$487,919
4	C	Citigroup Inc	2,302	$322,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,762,228	57,319	+1.4%	Shares	Sole	2026-07-16
2026-03-31	$16,620,040	56,500	+186.3%	Shares	Sole	2026-04-20
2025-12-31	$6,358,689	19,734	+2.1%	Shares	Sole	2026-01-29
2025-09-30	$6,096,946	19,329	+0.0%	Shares	Sole	2025-10-20
2025-06-30	$5,601,930	19,323	+1.1%	Shares	Sole	2025-07-21
2025-03-31	$4,687,683	19,110	+23.0%	Shares	Sole	2025-04-22
2024-12-31	$3,723,655	15,534	+1.1%	Shares	Sole	2025-01-17
2024-09-30	$3,239,020	15,361	0.0%	Shares	Sole	2024-10-22
2024-06-30	$3,106,915	15,361	-0.6%	Shares	Sole	2024-07-23
2024-03-31	$3,096,237	15,458	+2.0%	Shares	Sole	2024-04-24
2023-12-31	$2,578,716	15,160	+12.0%	Shares	Sole	2024-01-26
2023-09-30	$1,962,990	13,536	+1.9%	Shares	Sole	2023-10-25
2023-06-30	$1,932,024	13,284	-11.8%	Shares	Sole	2023-08-22
2023-03-31	$1,962,338	15,059	-81.9%	Shares	Sole	2023-04-20
2022-12-31	$11,171,602	83,308	+0.6%	Shares	Sole	2023-01-13
2022-09-30	$8,654,272	82,816	+9.4%	Shares	Sole	2022-10-24
2022-06-30	$8,527,167	75,723	+5.0%	Shares	Sole	2022-07-20
2022-03-31	$9,828,672	72,100	+8.2%	Shares	Sole	2022-04-25
2021-12-31	$10,553,552	66,647	+4.6%	Shares	Sole	2022-01-24
2021-09-30	$10,431,472	63,727	+0.1%	Shares	Sole	2021-10-19
2021-06-30	$9,897,321	63,632	+2.8%	Shares	Sole	2021-07-20
2021-03-31	$9,425,929	61,919	+1.5%	Shares	Sole	2021-05-10
2020-12-31	$7,748,728	60,980	-2.7%	Shares	Sole	2021-01-27
2020-09-30	$6,033,529	62,673	+4.6%	Shares	Sole	2020-10-27
2020-06-30	$5,635,040	59,909	+1.4%	Shares	Sole	2020-07-15
2020-03-31	$5,319,242	59,083	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.