Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,822,546
+$438,830 QoQ
Shares Held
17,788
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#1,954
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Hedeker Wealth, LLC holds $16,209,677 across 2 Banks - Diversified names. JPM ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
74,215 | $10,387,131 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
17,788 | $5,822,546 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,822,546 | 17,788 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,383,716 | 18,302 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,855,704 | 18,173 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,861,635 | 18,583 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,322,457 | 18,359 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,529,464 | 18,465 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,521,410 | 18,862 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,002,544 | 18,982 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,837,074 | 18,971 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,876,606 | 19,354 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,187,503 | 18,739 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,779,163 | 19,164 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,641,717 | 31,915 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,185,034 | 39,790 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,372,582 | 40,064 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,193,898 | 40,133 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,037,969 | 35,858 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,263,724 | 38,613 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $5,934,641 | 37,478 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $6,168,166 | 37,682 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,626,659 | 36,175 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $5,674,373 | 37,275 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,783,296 | 37,643 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $3,474,095 | 36,087 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,953,812 | 42,035 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,765,234 | 41,822 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||