Bogart Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1715740 MCLEAN, VA

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$12,243,123

+$1,564,821 QoQ

Shares Held

37,403

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#1,304

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $18,957,725 across 17 Banks - Diversified names. JPM ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	37,403	$12,243,123
2	RY	Royal Bank Of Canada	19,734	$4,084,345
3	BNS	Bank Of Nova Scotia	13,743	$1,193,442
4	BMO	Bank Of Montreal /Can/	2,673	$472,319
5	WFC	Wells Fargo & Company/Mn	3,279	$270,976
6	C	Citigroup Inc	1,830	$256,126
7	BAC	Bank Of America Corp /De/	3,228	$183,931
8	HSBC	Hsbc Holdings PLC	1,258	$119,623

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,243,123	37,403	+3.0%	Shares	Sole	2026-07-24
2026-03-31	$10,678,302	36,301	+3.0%	Shares	Sole	2026-04-28
2025-12-31	$11,352,777	35,233	+0.4%	Shares	Sole	2026-01-30
2025-09-30	$11,073,170	35,105	+0.6%	Shares	Sole	2025-10-27
2025-06-30	$10,116,699	34,896	-7.7%	Shares	Sole	2025-07-30
2025-03-31	$9,276,264	37,816	-0.0%	Shares	Sole	2025-05-02
2024-12-31	$9,068,948	37,833	-1.3%	Shares	Sole	2025-01-30
2024-09-30	$8,080,155	38,320	-11.4%	Shares	Sole	2024-10-23
2024-06-30	$8,748,351	43,253	-2.9%	Shares	Sole	2024-07-31
2024-03-31	$8,919,158	44,529	+17.6%	Shares	Sole	2024-04-25
2023-12-31	$6,438,625	37,852	-1.9%	Shares	Sole	2024-02-07
2023-09-30	$5,593,566	38,571	+0.3%	Shares	Sole	2023-10-30
2023-06-30	$5,595,367	38,472	+3.3%	Shares	Sole	2023-07-31
2023-03-31	$4,850,789	37,225	+14.6%	Shares	Sole	2023-04-21
2022-12-31	$4,357,579	32,495	-11.1%	Shares	Sole	2023-02-06
2022-09-30	$3,818,325	36,539	+24.1%	Shares	Sole	2022-11-03
2022-06-30	$3,314,337	29,432	+26.8%	Shares	Sole	2022-07-22
2022-03-31	$3,164,532	23,214	+19.7%	Shares	Sole	2022-04-22
2021-12-31	$3,070,564	19,391	+13.1%	Shares	Sole	2022-01-19
2021-09-30	$2,806,137	17,143	+20.0%	Shares	Sole	2021-10-15
2021-06-30	$2,222,044	14,286	+19.3%	Shares	Sole	2021-08-06
2021-03-31	$1,823,258	11,977	+27.2%	Shares	Sole	2021-04-16
2020-12-31	$1,196,236	9,414	+9.0%	Shares	Sole	2021-01-14
2020-09-30	$831,676	8,639	-1.9%	Shares	Sole	2020-10-06
2020-06-30	$828,104	8,804	+15.6%	Shares	Sole	2020-07-08
2020-03-31	$685,578	7,615	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.