Formidable Asset Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1592613 CINCINNATI, OH

Position in JPM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$9,019,578

+$1,106,969 QoQ

Shares Held

27,555

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#1,560

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

Formidable Asset Management, LLC holds $14,192,020 across 5 Banks - Diversified names. JPM ranks #1 (63.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	27,555	$9,019,578
2	BAC	Bank Of America Corp /De/	40,572	$2,311,792
3	WFC	Wells Fargo & Company/Mn	15,434	$1,275,465
4	BNY	Bank of New York Mellon Corp	7,073	$1,022,826
5	C	Citigroup Inc	4,018	$562,359

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,019,578	27,555	+2.4%	Shares	Sole	2026-07-17
2026-03-31	$7,912,609	26,899	+0.2%	Shares	Sole	2026-04-22
2025-12-31	$8,652,895	26,854	-2.0%	Shares	Sole	2026-01-16
2025-09-30	$8,646,567	27,412	-1.8%	Shares	Sole	2025-10-29
2025-06-30	$8,089,938	27,905	-0.2%	Shares	Sole	2025-07-16
2025-03-31	$6,861,531	27,972	-3.9%	Shares	Sole	2025-05-05
2024-12-31	$6,978,197	29,111	-2.1%	Shares	Sole	2025-02-19
2024-09-30	$6,270,343	29,737	-2.2%	Shares	Sole	2024-11-12
2024-06-30	$6,152,951	30,421	+0.7%	Shares	Sole	2024-08-08
2024-03-31	$6,048,258	30,196	+180.9%	Shares	Sole	2024-05-15
2023-12-31	$1,828,575	10,750	-2.2%	Shares	Sole	2024-02-07
2023-09-30	$1,594,349	10,994	-1.2%	Shares	Sole	2023-11-09
2023-06-30	$1,618,747	11,130	+3.1%	Shares	Sole	2023-08-15
2023-03-31	$1,406,175	10,791	-2.4%	Shares	Sole	2023-05-09
2022-12-31	$1,482,877	11,058	+0.8%	Shares	Sole	2023-02-07
2022-09-30	$1,145,947	10,966	-6.5%	Shares	Sole	2022-11-14
2022-06-30	$1,321,140	11,732	+5.1%	Shares	Sole	2022-08-18
2022-03-31	$1,521,467	11,161	+7.9%	Shares	Sole	2022-05-04
2021-12-31	$1,637,339	10,340	+9.3%	Shares	Sole	2022-02-07
2021-09-30	$1,549,162	9,464	+71.2%	Shares	Sole	2021-11-10
2021-06-30	$859,824	5,528	-39.4%	Shares	Sole	2021-08-16
2021-03-31	$1,389,098	9,125	+6.1%	Shares	Sole	2021-05-12
2020-12-31	$1,093,310	8,604	+6.3%	Shares	Sole	2021-01-29
2020-09-30	$779,498	8,097	+1.9%	Shares	Sole	2020-12-14
2020-06-30	$747,400	7,946	+25.5%	Shares	Sole	2020-08-13
2020-03-31	$569,979	6,331	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.