Measured Wealth Private Client Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1720235 PORTSMOUTH, NH

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$998,683

+$22,366 QoQ

Shares Held

3,051

-8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#3,651

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Measured Wealth Private Client Group, LLC holds $5,170,975 across 9 Banks - Diversified names. JPM ranks #3 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	14,353	$2,008,845
2	CM	Canadian Imperial Bank Of Commerce /Can/	8,753	$1,006,595
3	JPM	Jpmorgan Chase & Co This page	3,051	$998,683
4	BNS	Bank Of Nova Scotia	3,977	$345,362
5	BMO	Bank Of Montreal /Can/	1,556	$274,945
6	BNY	Bank of New York Mellon Corp	1,482	$214,312
7	WFC	Wells Fargo & Company/Mn	2,295	$189,658
8	TD	Toronto Dominion Bank	547	$66,422

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$998,683	3,051	-8.1%	Shares	Sole	2026-08-10
2026-03-31	$976,317	3,319	-48.0%	Shares	Sole	2026-05-13
2025-12-31	$2,056,730	6,383	-6.4%	Shares	Sole	2026-02-10
2025-09-30	$2,151,863	6,822	-9.4%	Shares	Sole	2025-11-14
2025-06-30	$2,183,022	7,530	+9.1%	Shares	Sole	2025-08-13
2025-03-31	$1,693,796	6,905	+0.1%	Shares	Sole	2025-05-12
2024-12-31	$1,653,999	6,900	+6.3%	Shares	Sole	2025-01-27
2024-09-30	$1,369,113	6,493	+5.8%	Shares	Sole	2024-10-28
2024-06-30	$1,241,471	6,138	+14.7%	Shares	Sole	2024-08-12
2024-03-31	$1,072,005	5,352	+3.1%	Shares	Sole	2024-04-18
2023-12-31	$882,989	5,191	+71.4%	Shares	Sole	2024-02-06
2023-09-30	$439,265	3,029	0.0%	Shares	Sole	2023-10-18
2023-06-30	$440,537	3,029	-0.7%	Shares	Sole	2023-07-20
2023-03-31	$397,315	3,049	-5.0%	Shares	Sole	2023-05-01
2022-12-31	$430,192	3,208	-2.5%	Shares	Sole	2023-01-23
2022-09-30	$343,700	3,289	-27.2%	Shares	Sole	2022-10-27
2022-06-30	$508,771	4,518	+11.7%	Shares	Sole	2022-07-25
2022-03-31	$551,550	4,046	-8.2%	Shares	Sole	2022-05-03
2021-12-31	$698,006	4,408	0.0%	Shares	Sole	2022-01-28
2021-09-30	$721,545	4,408	-14.5%	Shares	Sole	2021-11-01
2021-06-30	$801,497	5,153	+0.3%	Shares	Sole	2021-08-05
2021-03-31	$782,462	5,140	+14.6%	Shares	Sole	2021-05-04
2020-12-31	$569,781	4,484	-21.5%	Shares	Sole	2021-01-20
2020-09-30	$549,990	5,713	+26.3%	Shares	Sole	2020-10-15
2020-06-30	$425,621	4,525	+40.4%	Shares	Sole	2020-08-03
2020-03-31	$290,166	3,223	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.