Castle Rock Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1727605 WALNUT CREEK, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$6,125,653

+$675,163 QoQ

Shares Held

18,714

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.04%

of 13F equity value

Holder Rank

#1,909

of 5,072 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Castle Rock Wealth Management, LLC holds $8,595,779 across 4 Banks - Diversified names. JPM ranks #1 (71.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,714	$6,125,653
2	WFC	Wells Fargo & Company/Mn	15,320	$1,266,044
3	BAC	Bank Of America Corp /De/	16,111	$918,004
4	C	Citigroup Inc	2,044	$286,078

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,125,653	18,714	+1.0%	Shares	Sole	2026-07-08
2026-03-31	$5,450,490	18,529	+2.9%	Shares	Sole	2026-04-08
2025-12-31	$5,804,148	18,013	+0.9%	Shares	Sole	2026-02-05
2025-09-30	$5,628,848	17,845	+1.4%	Shares	Sole	2025-10-16
2025-06-30	$5,104,445	17,607	+52.8%	Shares	Sole	2025-07-23
2025-03-31	$2,825,856	11,520	+0.0%	Shares	Sole	2025-04-09
2024-12-31	$2,760,500	11,516	-1.9%	Shares	Sole	2025-03-05
2024-09-30	$2,475,074	11,738	-0.7%	Shares	Sole	2024-10-09
2024-06-30	$2,390,713	11,820	+0.1%	Shares	Sole	2024-07-12
2024-03-31	$2,365,142	11,808	+0.6%	Shares	Sole	2024-05-13
2023-12-31	$1,997,144	11,741	+4.3%	Shares	Sole	2024-01-09
2023-09-30	$1,632,780	11,259	+0.8%	Shares	Sole	2023-10-11
2023-06-30	$1,625,292	11,175	-4.8%	Shares	Sole	2023-07-11
2023-03-31	$1,529,969	11,741	-2.9%	Shares	Sole	2023-05-12
2022-12-31	$1,621,939	12,095	+6.4%	Shares	Sole	2023-01-31
2022-09-30	$1,187,956	11,368	+0.8%	Shares	Sole	2022-10-14
2022-06-30	$1,269,565	11,274	+96.4%	Shares	Sole	2022-07-13
2022-03-31	$782,340	5,739	-7.0%	Shares	Sole	2022-04-25
2021-12-31	$977,652	6,174	+0.0%	Shares	Sole	2022-02-02
2021-09-30	$1,010,458	6,173	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$957,037	6,153	-1.2%	Shares	Sole	2021-08-13
2021-03-31	$947,631	6,225	+3.3%	Shares	Sole	2021-04-27
2020-12-31	$765,723	6,026	+143.8%	Shares	Sole	2021-01-29
2020-09-30	$237,979	2,472	—	Shares	Sole	2020-12-07
No filing history on record for this holder in this stock.