BIP Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1590214 ATLANTA, GA

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,892,928

+$1,089,734 QoQ

Shares Held

14,948

+15.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#2,118

of 5,056 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIP Wealth, LLC holds $9,633,636 across 7 Banks - Diversified names. JPM ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,948	$4,892,928
2	BAC	Bank Of America Corp /De/	36,416	$2,074,983
3	WFC	Wells Fargo & Company/Mn	11,054	$913,502
4	RY	Royal Bank Of Canada	3,478	$719,841
5	C	Citigroup Inc	4,577	$640,596
6	BNY	Bank of New York Mellon Corp	1,506	$217,782
7	SAN	Banco Santander, S.A.	12,609	$174,004

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,892,928	14,948	+15.6%	Shares	Sole	2026-08-03
2026-03-31	$3,803,194	12,929	-16.1%	Shares	Sole	2026-04-27
2025-12-31	$4,965,732	15,411	+111.4%	Shares	Sole	2026-01-21
2025-09-30	$2,299,483	7,290	+37.2%	Shares	Sole	2025-10-30
2025-06-30	$1,540,871	5,315	+14.1%	Shares	Sole	2025-07-31
2025-03-31	$1,143,098	4,660	-0.6%	Shares	Sole	2025-05-02
2024-12-31	$1,123,281	4,686	+35.4%	Shares	Sole	2025-02-14
2024-09-30	$729,575	3,460	+4.9%	Shares	Sole	2024-11-07
2024-06-30	$666,851	3,297	-18.9%	Shares	Sole	2024-08-08
2024-03-31	$814,419	4,066	+68.9%	Shares	Sole	2024-05-08
2023-12-31	$409,600	2,408	-9.8%	Shares	Sole	2024-02-02
2023-09-30	$387,058	2,669	+3.8%	Shares	Sole	2023-11-09
2023-06-30	$373,926	2,571	-12.1%	Shares	Sole	2023-07-27
2023-03-31	$381,155	2,925	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.