Landmark Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1728778 MELVILLE, NY

Position in JPM

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

Position Value

$2,319,460

+$41,191 QoQ

Shares Held

7,086

-8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.11%

of 13F equity value

Holder Rank

#2,842

of 5,058 holders

Holding Since

Mar 2022

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Landmark Wealth Management, LLC holds $10,376,276 across 5 Banks - Diversified names. JPM ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	55,189	$3,144,669
2	C	Citigroup Inc	19,039	$2,664,698
3	JPM	Jpmorgan Chase & Co This page	7,086	$2,319,460
4	BCS	Barclays PLC	47,900	$1,286,594
5	WFC	Wells Fargo & Company/Mn	11,627	$960,855

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,319,460	7,086	-8.5%	Shares	Sole	2026-08-10
2026-03-31	$2,278,269	7,745	+128.1%	Shares	Sole	2026-04-29
2022-03-31	$462,942	3,396	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.