RKL Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1604723 LANCASTER, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$16,277,466

+$1,597,706 QoQ

Shares Held

49,728

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.74%

of 13F equity value

Holder Rank

#1,120

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

RKL Wealth Management LLC holds $17,547,441 across 4 Banks - Diversified names. JPM ranks #1 (92.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	49,728	$16,277,466
2	BAC	Bank Of America Corp /De/	9,188	$523,532
3	C	Citigroup Inc	3,259	$456,129
4	WFC	Wells Fargo & Company/Mn	3,513	$290,314

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,277,466	49,728	-0.4%	Shares	Sole	2026-08-11
2026-03-31	$14,679,760	49,904	+98.9%	Shares	Sole	2026-04-24
2025-12-31	$8,084,177	25,089	+3.2%	Shares	Sole	2026-02-12
2025-09-30	$7,668,103	24,310	-4.6%	Shares	Sole	2025-11-12
2025-06-30	$7,384,877	25,473	+0.1%	Shares	Sole	2025-07-18
2025-03-31	$6,244,356	25,456	+5.3%	Shares	Sole	2025-04-28
2024-12-31	$5,796,906	24,183	+23.9%	Shares	Sole	2025-02-07
2024-09-30	$4,114,300	19,512	+1.1%	Shares	Sole	2024-11-01
2024-06-30	$3,904,629	19,305	-2.4%	Shares	Sole	2024-07-18
2024-03-31	$3,959,931	19,770	-0.2%	Shares	Sole	2024-05-08
2023-12-31	$3,370,021	19,812	+9.2%	Shares	Sole	2024-01-25
2023-09-30	$2,630,517	18,139	-2.1%	Shares	Sole	2023-11-06
2023-06-30	$2,695,439	18,533	-0.3%	Shares	Sole	2023-08-08
2023-03-31	$2,423,114	18,595	+0.1%	Shares	Sole	2023-05-02
2022-12-31	$2,491,578	18,580	-0.0%	Shares	Sole	2023-02-07
2022-09-30	$1,942,028	18,584	+4.7%	Shares	Sole	2022-11-14
2022-06-30	$1,999,390	17,755	+1.8%	Shares	Sole	2022-08-01
2022-03-31	$2,377,966	17,444	+7.9%	Shares	Sole	2022-05-10
2021-12-31	$2,558,936	16,160	+0.1%	Shares	Sole	2022-02-08
2021-09-30	$2,642,120	16,141	-0.1%	Shares	Sole	2021-11-15
2021-06-30	$2,514,148	16,164	+1.5%	Shares	Sole	2021-08-13
2021-03-31	$2,424,262	15,925	-4.0%	Shares	Sole	2021-05-10
2020-12-31	$2,108,091	16,590	-0.8%	Shares	Sole	2021-02-11
2020-09-30	$1,610,404	16,728	-4.9%	Shares	Sole	2020-11-09
2020-06-30	$1,654,797	17,593	+3.0%	Shares	Sole	2020-08-07
2020-03-31	$1,537,892	17,082	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.