One Capital Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1606588 WESTLAKE VILLAGE, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$23,031,920

+$2,333,940 QoQ

Shares Held

70,363

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#932

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

One Capital Management, LLC holds $50,415,364 across 5 Banks - Diversified names. JPM ranks #2 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	165,968	$23,228,881
2	JPM	Jpmorgan Chase & Co This page	70,363	$23,031,920
3	WFC	Wells Fargo & Company/Mn	23,601	$1,950,386
4	RY	Royal Bank Of Canada	6,385	$1,321,503
5	TD	Toronto Dominion Bank	7,269	$882,674

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,031,920	70,363	0.0%	Shares	Sole	2026-08-13
2026-03-31	$20,697,980	70,363	+5.3%	Shares	Sole	2026-05-13
2025-12-31	$21,536,862	66,839	+0.4%	Shares	Sole	2026-02-10
2025-09-30	$21,004,168	66,589	-0.5%	Shares	Sole	2025-11-14
2025-06-30	$19,404,256	66,932	+4.9%	Shares	Sole	2025-08-11
2025-03-31	$15,650,630	63,802	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$15,263,534	63,675	-7.4%	Shares	Sole	2025-02-06
2024-09-30	$14,496,203	68,748	+1.4%	Shares	Sole	2024-11-12
2024-06-30	$13,707,766	67,773	+1.5%	Shares	Sole	2024-08-09
2024-03-31	$13,380,841	66,804	-1.1%	Shares	Sole	2024-05-08
2023-12-31	$11,486,682	67,529	-1.3%	Shares	Sole	2024-02-07
2023-09-30	$9,925,313	68,441	+2.9%	Shares	Sole	2023-11-09
2023-06-30	$9,669,432	66,484	+0.8%	Shares	Sole	2023-08-14
2023-03-31	$8,595,377	65,961	+5.7%	Shares	Sole	2023-05-11
2022-12-31	$8,365,828	62,385	-1.6%	Shares	Sole	2023-02-16
2022-09-30	$6,627,390	63,420	+2.5%	Shares	Sole	2022-11-14
2022-06-30	$6,968,982	61,886	+6.5%	Shares	Sole	2022-08-15
2022-03-31	$7,918,010	58,084	+2.6%	Shares	Sole	2022-05-17
2021-12-31	$8,964,826	56,614	+21.2%	Shares	Sole	2022-01-31
2021-09-30	$7,643,995	46,698	-1.0%	Shares	Sole	2021-11-12
2021-06-30	$7,334,488	47,155	+7.0%	Shares	Sole	2021-08-16
2021-03-31	$6,709,385	44,074	-2.2%	Shares	Sole	2021-05-14
2020-12-31	$5,723,995	45,046	+7.5%	Shares	Sole	2021-02-16
2020-09-30	$4,032,750	41,890	+5.6%	Shares	Sole	2020-10-23
2020-06-30	$3,731,830	39,675	+7.6%	Shares	Sole	2020-08-17
2020-03-31	$3,319,496	36,871	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.