Darwin Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1663224 TAMPA, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$731,582

+$89,431 QoQ

Shares Held

2,235

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#3,958

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Darwin Wealth Management, LLC holds $2,672,333 across 6 Banks - Diversified names. JPM ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	12,848	$1,798,206
2	JPM	Jpmorgan Chase & Co This page	2,235	$731,582
3	BAC	Bank Of America Corp /De/	2,263	$128,945
4	WFC	Wells Fargo & Company/Mn	108	$8,925
5	ING	Ing Groep NV	149	$4,675
6	BNY	Bank of New York Mellon Corp	0	$0

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$731,582	2,235	+2.4%	Shares	Sole	2026-07-21
2026-03-31	$642,151	2,183	+0.1%	Shares	Sole	2026-05-01
2025-12-31	$702,439	2,180	-0.4%	Shares	Sole	2026-01-22
2025-09-30	$690,476	2,189	+0.9%	Shares	Sole	2025-10-16
2025-06-30	$629,104	2,170	+230.3%	Shares	Sole	2025-08-14
2025-03-31	$161,162	657	0.0%	Shares	Sole	2025-08-18
2024-12-31	$157,489	657	-68.7%	Shares	Sole	2025-09-02
2024-09-30	$442,806	2,100	-3.1%	Shares	Sole	2024-11-08
2024-06-30	$438,297	2,167	-1.3%	Shares	Sole	2024-08-08
2024-03-31	$439,658	2,195	+0.0%	Shares	Sole	2024-05-13
2023-12-31	$373,199	2,194	-5.6%	Shares	Sole	2024-02-07
2023-09-30	$337,026	2,324	-0.2%	Shares	Sole	2023-11-07
2023-06-30	$338,729	2,329	0.0%	Shares	Sole	2023-07-12
2023-03-31	$303,491	2,329	-5.3%	Shares	Sole	2023-04-18
2022-12-31	$329,886	2,460	-2.3%	Shares	Sole	2023-01-17
2022-09-30	$263,026	2,517	-12.0%	Shares	Sole	2022-10-18
2022-06-30	$322,177	2,861	-40.1%	Shares	Sole	2022-08-03
2022-03-31	$651,064	4,776	-0.6%	Shares	Sole	2022-05-04
2021-12-31	$761,030	4,806	-5.9%	Shares	Sole	2022-01-21
2021-09-30	$835,964	5,107	-9.7%	Shares	Sole	2021-10-27
2021-06-30	$879,889	5,657	-1.2%	Shares	Sole	2021-08-12
2021-03-31	$871,364	5,724	-0.8%	Shares	Sole	2021-05-17
2020-12-31	$733,193	5,770	-2.9%	Shares	Sole	2021-02-16
2020-09-30	$572,228	5,944	-29.0%	Shares	Sole	2020-10-16
2020-06-30	$787,188	8,369	-8.4%	Shares	Sole	2020-08-06
2020-03-31	$822,964	9,141	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.