Ullmann Wealth Partners Group, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1697725
JACKSONVILLE BEACH, FL
Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,196,363
+$591,583 QoQ
Shares Held
15,875
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.01%
of 13F equity value
Holder Rank
#2,051
of 5,058 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ullmann Wealth Partners Group, LLC holds $8,952,711 across 4 Banks - Diversified names. JPM ranks #1 (58.0% of the industry book) .
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,196,363 | 15,875 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,604,780 | 15,654 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,044,676 | 15,656 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,938,372 | 15,656 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,494,764 | 15,504 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,757,014 | 15,316 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,641,674 | 15,192 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,155,519 | 14,965 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,095,211 | 10,359 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,937,702 | 9,674 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,592,986 | 9,365 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $778,467 | 5,368 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $680,659 | 4,680 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $611,284 | 4,691 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $603,584 | 4,501 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $442,453 | 4,234 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $459,561 | 4,081 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $551,278 | 4,044 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $633,241 | 3,999 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $654,596 | 3,999 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $618,115 | 3,974 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $604,962 | 3,974 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $504,976 | 3,974 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $382,576 | 3,974 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $364,388 | 3,874 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||