Waldron Private Wealth LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1598180 BRIDGEVILLE, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,893,569

+$592,662 QoQ

Shares Held

21,060

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#1,792

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

Waldron Private Wealth LLC holds $9,043,664 across 4 Banks - Diversified names. JPM ranks #1 (76.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	21,060	$6,893,569
2	BAC	Bank Of America Corp /De/	18,621	$1,061,024
3	C	Citigroup Inc	4,225	$591,331
4	WFC	Wells Fargo & Company/Mn	6,023	$497,740

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,893,569	21,060	-1.7%	Shares	Sole	2026-07-20
2026-03-31	$6,300,907	21,420	+3.7%	Shares	Sole	2026-04-10
2025-12-31	$6,657,387	20,661	-10.7%	Shares	Sole	2026-01-14
2025-09-30	$7,295,580	23,129	+1.5%	Shares	Sole	2025-10-30
2025-06-30	$6,608,788	22,796	-2.9%	Shares	Sole	2025-07-31
2025-03-31	$5,761,606	23,488	-50.9%	Shares	Sole	2025-05-08
2024-12-31	$11,465,807	47,832	+3.7%	Shares	Sole	2025-01-24
2024-09-30	$9,722,542	46,109	+3.0%	Shares	Sole	2024-10-21
2024-06-30	$9,057,000	44,779	+0.7%	Shares	Sole	2024-07-31
2024-03-31	$8,905,338	44,460	+5.3%	Shares	Sole	2024-05-09
2023-12-31	$7,183,152	42,229	+0.5%	Shares	Sole	2024-08-29
2023-09-30	$6,094,030	42,022	+3.2%	Shares	Sole	2024-08-29
2023-06-30	$5,922,316	40,720	-4.1%	Shares	Sole	2024-08-29
2023-03-31	$5,535,568	42,480	+0.4%	Shares	Sole	2024-08-29
2022-12-31	$4,423	42,328	0.0%	Shares	Sole	2023-02-08
2022-09-30	$4,423,276	42,328	+4.8%	Shares	Sole	2022-11-14
2022-06-30	$4,550,119	40,406	+3.4%	Shares	Sole	2022-08-03
2022-03-31	$5,329,021	39,092	+1.7%	Shares	Sole	2022-05-04
2021-12-31	$6,083,965	38,421	+1.6%	Shares	Sole	2022-02-02
2021-09-30	$6,191,574	37,825	-28.2%	Shares	Sole	2021-11-02
2021-06-30	$8,199,446	52,716	+65.4%	Shares	Sole	2021-08-06
2021-03-31	$4,851,113	31,867	+0.2%	Shares	Sole	2021-05-11
2020-12-31	$4,041,588	31,806	-3.7%	Shares	Sole	2021-02-12
2020-09-30	$3,179,124	33,023	+5.9%	Shares	Sole	2020-11-13
2020-06-30	$2,933,731	31,190	+3.0%	Shares	Sole	2020-08-11
2020-03-31	$2,726,918	30,289	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.