Wealth Architects, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1611518 MOUNTAIN VIEW, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,195,388

+$392,782 QoQ

Shares Held

12,817

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#2,259

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

Wealth Architects, LLC holds $7,375,350 across 5 Banks - Diversified names. JPM ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	12,817	$4,195,388
2	BAC	Bank Of America Corp /De/	29,454	$1,678,288
3	WFC	Wells Fargo & Company/Mn	7,928	$655,169
4	BCS	Barclays PLC	19,906	$534,675
5	C	Citigroup Inc	2,228	$311,830

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,195,388	12,817	-0.9%	Shares	Sole	2026-07-23
2026-03-31	$3,802,606	12,927	-1.4%	Shares	Sole	2026-05-15
2025-12-31	$4,223,659	13,108	-1.7%	Shares	Sole	2026-02-17
2025-09-30	$4,205,943	13,334	-1.0%	Shares	Sole	2025-11-13
2025-06-30	$3,905,377	13,471	-1.5%	Shares	Sole	2025-07-25
2025-03-31	$3,354,477	13,675	+30.6%	Shares	Sole	2025-05-14
2024-12-31	$2,509,044	10,467	+0.6%	Shares	Sole	2025-02-10
2024-09-30	$2,194,630	10,408	-0.1%	Shares	Sole	2024-10-31
2024-06-30	$2,108,155	10,423	-1.7%	Shares	Sole	2024-08-08
2024-03-31	$2,123,380	10,601	-4.8%	Shares	Sole	2024-05-13
2023-12-31	$1,893,553	11,132	+0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,613,782	11,128	+1.6%	Shares	Sole	2023-11-09
2023-06-30	$1,593,004	10,953	+0.3%	Shares	Sole	2023-08-02
2023-03-31	$1,422,985	10,920	-0.4%	Shares	Sole	2023-04-21
2022-12-31	$1,470,138	10,963	-2.0%	Shares	Sole	2023-02-10
2022-09-30	$1,168,728	11,184	+1.0%	Shares	Sole	2022-10-24
2022-06-30	$1,247,380	11,077	+1.2%	Shares	Sole	2022-07-29
2022-03-31	$1,491,886	10,944	+0.0%	Shares	Sole	2022-05-17
2021-12-31	$1,732,190	10,939	+3.1%	Shares	Sole	2022-01-19
2021-09-30	$1,736,914	10,611	+3.9%	Shares	Sole	2021-11-09
2021-06-30	$1,588,685	10,214	+31.7%	Shares	Sole	2021-08-09
2021-03-31	$1,180,543	7,755	+1.0%	Shares	Sole	2021-04-29
2020-12-31	$975,643	7,678	-1.7%	Shares	Sole	2021-01-28
2020-09-30	$752,253	7,814	+0.4%	Shares	Sole	2020-11-09
2020-06-30	$731,786	7,780	+6.8%	Shares	Sole	2020-08-14
2020-03-31	$655,958	7,286	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.