Connecticut Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1689829 FARMINGTON, CT

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$8,918,433

+$892,572 QoQ

Shares Held

27,246

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.96%

of 13F equity value

Holder Rank

#1,569

of 5,058 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $12,228,299 across 5 Banks - Diversified names. JPM ranks #1 (72.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	27,246	$8,918,433
2	BAC	Bank Of America Corp /De/	32,049	$1,826,152
3	WFC	Wells Fargo & Company/Mn	7,402	$611,701
4	C	Citigroup Inc	3,160	$442,273
5	TD	Toronto Dominion Bank	3,539	$429,740

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,918,433	27,246	-0.1%	Shares	Sole	2026-07-29
2026-03-31	$8,025,861	27,284	-5.7%	Shares	Sole	2026-05-01
2025-12-31	$9,327,624	28,948	+3.7%	Shares	Sole	2026-02-12
2025-09-30	$8,804,282	27,912	+17.9%	Shares	Sole	2025-11-13
2025-06-30	$6,862,459	23,671	-0.2%	Shares	Sole	2025-08-14
2025-03-31	$5,818,270	23,719	+3.2%	Shares	Sole	2025-05-15
2024-12-31	$5,507,816	22,977	-4.0%	Shares	Sole	2025-02-18
2024-09-30	$5,049,042	23,945	-5.8%	Shares	Sole	2024-11-13
2024-06-30	$5,140,437	25,415	+13.6%	Shares	Sole	2024-08-13
2024-03-31	$4,480,711	22,370	-8.3%	Shares	Sole	2024-05-01
2023-12-31	$4,148,739	24,390	+31.3%	Shares	Sole	2024-02-06
2023-09-30	$2,694,616	18,581	+76.1%	Shares	Sole	2023-10-19
2023-06-30	$1,534,828	10,553	+28.0%	Shares	Sole	2023-07-25
2023-03-31	$1,074,145	8,243	-36.1%	Shares	Sole	2023-04-18
2022-12-31	$1,730,292	12,903	-4.5%	Shares	Sole	2023-01-17
2022-09-30	$1,411,272	13,505	+0.2%	Shares	Sole	2022-11-02
2022-06-30	$1,518,433	13,484	-3.4%	Shares	Sole	2022-07-12
2022-03-31	$1,903,163	13,961	+0.8%	Shares	Sole	2022-04-18
2021-12-31	$2,193,464	13,852	-22.0%	Shares	Sole	2022-01-24
2021-09-30	$2,907,625	17,763	-2.1%	Shares	Sole	2021-11-02
2021-06-30	$2,822,117	18,144	-14.8%	Shares	Sole	2021-07-29
2020-12-31	$2,706,845	21,302	-0.7%	Shares	Sole	2021-01-29
2020-09-30	$2,064,798	21,448	+27.4%	Shares	Sole	2020-10-13
2020-06-30	$1,583,500	16,835	-0.5%	Shares	Sole	2020-07-14
2020-03-31	$1,523,037	16,917	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.