RAFFA WEALTH MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1631073 WASHINGTON, DC

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$404,579

+$51,293 QoQ

Shares Held

1,236

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#4,456

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

RAFFA WEALTH MANAGEMENT, LLC holds $740,555 across 18 Banks - Diversified names. JPM ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,236	$404,579
2	BAC	Bank Of America Corp /De/	979	$55,783
3	C	Citigroup Inc	389	$54,444
4	WFC	Wells Fargo & Company/Mn	453	$37,435
5	HSBC	Hsbc Holdings PLC	339	$32,235
6	BNY	Bank of New York Mellon Corp	208	$30,078
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	785	$18,510
8	UBS	UBS Group AG	348	$17,246

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,579	1,236	+2.9%	Shares	Sole	2026-07-27
2026-03-31	$353,286	1,201	+0.7%	Shares	Sole	2026-07-27
2025-12-31	$384,408	1,193	+1.8%	Shares	Sole	2026-07-27
2025-09-30	$369,683	1,172	-11.7%	Shares	Sole	2026-07-27
2025-06-30	$385,000	1,328	+27.7%	Shares	Sole	2026-07-27
2025-03-31	$255,112	1,040	-6.2%	Shares	Sole	2026-07-27
2024-12-31	$265,838	1,109	-5.2%	Shares	Sole	2026-07-27
2024-09-30	$246,706	1,170	-8.2%	Shares	Sole	2026-07-27
2024-06-30	$257,881	1,275	+9.0%	Shares	Sole	2026-07-27
2024-03-31	$234,351	1,170	-0.5%	Shares	Sole	2026-07-27
2023-12-31	$200,037	1,176	0.0%	Shares	Sole	2026-07-27
2023-09-30	$170,543	1,176	+0.3%	Shares	Sole	2026-07-27
2023-06-30	$170,455	1,172	-45.9%	Shares	Sole	2026-07-27
2023-03-31	$282,381	2,167	+37.6%	Shares	Sole	2026-07-27
2022-12-31	$211,207	1,575	-28.5%	Shares	Sole	2026-07-27
2022-09-30	$230,318	2,204	-2.5%	Shares	Sole	2026-07-27
2022-06-30	$254,611	2,261	-11.3%	Shares	Sole	2026-07-27
2022-03-31	$347,479	2,549	-9.6%	Shares	Sole	2026-07-27
2021-12-31	$446,705	2,821	-5.5%	Shares	Sole	2026-07-27
2021-09-30	$488,614	2,985	+2.0%	Shares	Sole	2026-07-27
2021-06-30	$455,265	2,927	-43.3%	Shares	Sole	2026-07-27
2021-03-31	$786,267	5,165	+0.6%	Shares	Sole	2026-07-27
2020-12-31	$652,123	5,132	+0.1%	Shares	Sole	2026-07-27
2020-09-30	$493,480	5,126	+12.1%	Shares	Sole	2026-07-27
2020-06-30	$429,948	4,571	+0.5%	Shares	Sole	2026-07-27
2020-03-31	$409,456	4,548	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.