Beirne Wealth Consulting Services, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1697303 SHELTON, CT

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$737,147

+$35,282 QoQ

Shares Held

2,252

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

#3,946

of 5,058 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beirne Wealth Consulting Services, LLC holds $2,608,283 across 4 Banks - Diversified names. JPM ranks #1 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,252	$737,147
2	BNY	Bank of New York Mellon Corp	4,405	$637,007
3	BAC	Bank Of America Corp /De/	10,839	$617,606
4	C	Citigroup Inc	4,405	$616,523

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$737,147	2,252	-5.6%	Shares	Sole	2026-07-15
2026-03-31	$701,865	2,386	+0.2%	Shares	Sole	2026-04-30
2025-12-31	$767,528	2,382	-52.9%	Shares	Sole	2026-01-29
2025-09-30	$1,594,814	5,056	+149.4%	Shares	Sole	2025-11-07
2025-06-30	$587,647	2,027	0.0%	Shares	Sole	2025-08-04
2025-03-31	$497,223	2,027	0.0%	Shares	Sole	2025-05-01
2024-12-31	$485,892	2,027	0.0%	Shares	Sole	2025-01-31
2024-09-30	$427,413	2,027	0.0%	Shares	Sole	2024-11-07
2024-06-30	$409,981	2,027	0.0%	Shares	Sole	2024-08-12
2024-03-31	$406,008	2,027	-51.3%	Shares	Sole	2024-05-13
2023-12-31	$708,296	4,164	+92.0%	Shares	Sole	2024-02-06
2023-09-30	$314,548	2,169	0.0%	Shares	Sole	2023-11-14
2023-06-30	$315,459	2,169	0.0%	Shares	Sole	2023-08-03
2023-03-31	$282,642	2,169	+2.2%	Shares	Sole	2023-05-10
2022-12-31	$284,560	2,122	-1.6%	Shares	Sole	2023-02-08
2022-09-30	$225,302	2,156	-2.4%	Shares	Sole	2022-11-07
2022-06-30	$248,755	2,209	-12.3%	Shares	Sole	2022-07-13
2022-03-31	$343,390	2,519	+0.4%	Shares	Sole	2022-05-10
2021-12-31	$397,300	2,509	0.0%	Shares	Sole	2022-02-03
2021-09-30	$410,698	2,509	+41.0%	Shares	Sole	2021-11-09
2021-06-30	$276,705	1,779	0.0%	Shares	Sole	2021-08-10
2021-03-31	$270,817	1,779	-60.1%	Shares	Sole	2021-05-17
2020-12-31	$566,223	4,456	+14.4%	Shares	Sole	2021-02-03
2020-09-30	$375,067	3,896	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.