NORTHWEST WEALTH MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1695344 SPENCER, IA

Position in JPM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,559,065

+$272,560 QoQ

Shares Held

7,818

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.96%

of 13F equity value

Holder Rank

#2,747

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

NORTHWEST WEALTH MANAGEMENT, LLC holds $4,640,742 across 4 Banks - Diversified names. JPM ranks #1 (55.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,818	$2,559,065
2	WFC	Wells Fargo & Company/Mn	15,115	$1,249,103
3	C	Citigroup Inc	3,359	$470,125
4	BAC	Bank Of America Corp /De/	6,361	$362,449

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,559,065	7,818	+0.6%	Shares	Sole	2026-07-13
2026-03-31	$2,286,505	7,773	-0.4%	Shares	Sole	2026-04-14
2025-12-31	$2,513,638	7,801	-1.5%	Shares	Sole	2026-01-14
2025-09-30	$2,497,259	7,917	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$2,292,608	7,908	+2.4%	Shares	Sole	2025-07-17
2025-03-31	$1,894,697	7,724	+2.0%	Shares	Sole	2025-04-25
2024-12-31	$1,816,042	7,576	+2.1%	Shares	Sole	2025-02-10
2024-09-30	$1,564,581	7,420	-1.7%	Shares	Sole	2024-11-04
2024-06-30	$1,526,456	7,547	+0.5%	Shares	Sole	2024-08-05
2024-03-31	$1,504,253	7,510	-9.1%	Shares	Sole	2024-05-14
2023-12-31	$1,405,876	8,265	+0.6%	Shares	Sole	2024-02-14
2023-09-30	$1,191,774	8,218	-1.5%	Shares	Sole	2023-11-01
2023-06-30	$1,213,405	8,343	+5.0%	Shares	Sole	2023-08-07
2023-03-31	$1,035,573	7,947	+0.8%	Shares	Sole	2023-05-10
2022-12-31	$1,057,110	7,883	-4.3%	Shares	Sole	2023-02-07
2022-09-30	$860,348	8,233	+8.4%	Shares	Sole	2022-10-27
2022-06-30	$855,047	7,593	+2.6%	Shares	Sole	2022-07-26
2022-03-31	$1,008,904	7,401	+7.5%	Shares	Sole	2022-04-29
2021-12-31	$1,090,239	6,885	+3.4%	Shares	Sole	2022-01-24
2021-09-30	$1,090,339	6,661	+0.2%	Shares	Sole	2021-10-20
2021-06-30	$1,034,496	6,651	-2.8%	Shares	Sole	2021-08-02
2021-03-31	$1,041,405	6,841	+0.1%	Shares	Sole	2021-05-10
2020-12-31	$868,777	6,837	+3.1%	Shares	Sole	2021-01-28
2020-09-30	$638,270	6,630	-2.2%	Shares	Sole	2020-10-19
2020-06-30	$637,350	6,776	0.0%	Shares	Sole	2020-07-13
2020-03-31	$610,043	6,776	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.