CFO4Life Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1706351 COPPELL, TX

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,473,632

+$270,962 QoQ

Shares Held

7,557

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#2,784

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFO4Life Group, LLC holds $4,912,133 across 4 Banks - Diversified names. JPM ranks #1 (50.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,557	$2,473,632
2	C	Citigroup Inc	7,048	$986,438
3	BAC	Bank Of America Corp /De/	13,723	$781,936
4	WFC	Wells Fargo & Company/Mn	8,109	$670,127

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,473,632	7,557	+0.9%	Shares	Sole	2026-08-12
2026-03-31	$2,202,670	7,488	-23.0%	Shares	Sole	2026-05-11
2025-12-31	$3,134,878	9,729	+0.5%	Shares	Sole	2026-02-06
2025-09-30	$3,054,624	9,684	+1.0%	Shares	Sole	2025-11-07
2025-06-30	$2,780,816	9,592	-3.9%	Shares	Sole	2025-08-08
2025-03-31	$2,449,320	9,985	-2.9%	Shares	Sole	2025-04-30
2024-12-31	$2,463,979	10,279	+2.2%	Shares	Sole	2025-02-10
2024-09-30	$2,121,673	10,062	+1.2%	Shares	Sole	2024-11-12
2024-06-30	$2,011,273	9,944	-1.0%	Shares	Sole	2024-07-31
2024-03-31	$2,011,212	10,041	+10.1%	Shares	Sole	2024-05-06
2023-12-31	$1,551,141	9,119	+0.5%	Shares	Sole	2024-02-12
2023-09-30	$1,316,491	9,078	-2.5%	Shares	Sole	2023-10-30
2023-06-30	$1,354,773	9,315	+7.0%	Shares	Sole	2023-08-07
2023-03-31	$1,134,218	8,704	+2.9%	Shares	Sole	2023-05-03
2022-12-31	$1,134,486	8,460	+43.8%	Shares	Sole	2023-02-03
2022-09-30	$614,669	5,882	-4.0%	Shares	Sole	2022-10-19
2022-06-30	$689,961	6,127	+0.5%	Shares	Sole	2022-07-20
2022-03-31	$831,143	6,097	-45.1%	Shares	Sole	2022-05-02
2021-12-31	$1,758,318	11,104	+12.4%	Shares	Sole	2022-02-10
2021-09-30	$1,616,766	9,877	+18.1%	Shares	Sole	2021-10-12
2021-06-30	$1,300,625	8,362	+2.1%	Shares	Sole	2021-07-14
2021-03-31	$1,247,372	8,194	-14.6%	Shares	Sole	2021-04-20
2020-12-31	$1,218,855	9,592	+2.9%	Shares	Sole	2021-01-12
2020-09-30	$897,428	9,322	+15.6%	Shares	Sole	2020-10-13
2020-06-30	$758,593	8,065	+1.9%	Shares	Sole	2020-07-15
2020-03-31	$712,857	7,918	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.