WealthShield Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1729303 CARY, NC

Position in JPM

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

Position Value

$8,724,981

-$505,171 QoQ

Shares Held

26,655

-15.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.84%

of 13F equity value

Holder Rank

#1,588

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

WealthShield Partners, LLC holds $18,522,553 across 5 Banks - Diversified names. JPM ranks #1 (47.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	26,655	$8,724,981
2	C	Citigroup Inc	49,078	$6,868,956
3	WFC	Wells Fargo & Company/Mn	25,961	$2,145,417
4	BAC	Bank Of America Corp /De/	8,017	$456,808
5	RY	Royal Bank Of Canada	1,577	$326,391

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,724,981	26,655	-15.1%	Shares	Sole	2026-08-12
2026-03-31	$9,230,152	31,378	+0.7%	Shares	Sole	2026-05-01
2025-12-31	$10,041,664	31,164	-0.8%	Shares	Sole	2026-02-03
2025-09-30	$9,906,394	31,406	-0.3%	Shares	Sole	2025-10-31
2025-06-30	$9,127,816	31,485	-1.7%	Shares	Sole	2025-08-08
2025-03-31	$7,854,996	32,022	+9.5%	Shares	Sole	2025-05-09
2024-12-31	$7,013,195	29,257	-8.9%	Shares	Sole	2025-02-04
2024-09-30	$6,773,666	32,124	+6.3%	Shares	Sole	2024-11-04
2024-06-30	$6,111,285	30,215	+2.8%	Shares	Sole	2024-07-26
2024-03-31	$5,885,214	29,382	-13.1%	Shares	Sole	2024-04-29
2023-12-31	$5,748,359	33,794	+1.1%	Shares	Sole	2024-01-23
2023-09-30	$4,845,843	33,415	+9.3%	Shares	Sole	2023-10-25
2023-06-30	$4,447,264	30,578	+4.3%	Shares	Sole	2023-08-03
2023-03-31	$3,820,428	29,318	-4.0%	Shares	Sole	2023-05-08
2022-12-31	$4,096,218	30,546	+8.6%	Shares	Sole	2023-02-13
2022-09-30	$2,939,480	28,129	+12.5%	Shares	Sole	2022-11-04
2022-06-30	$2,814,912	24,997	+2.1%	Shares	Sole	2022-08-11
2022-03-31	$3,337,795	24,485	+19.5%	Shares	Sole	2022-05-09
2021-12-31	$3,245,699	20,497	+50.2%	Shares	Sole	2022-02-10
2021-09-30	$2,234,204	13,649	+7.4%	Shares	Sole	2021-11-12
2021-06-30	$1,977,068	12,711	+19.4%	Shares	Sole	2021-08-06
2021-03-31	$1,620,488	10,645	-44.7%	Shares	Sole	2021-05-17
2020-12-31	$2,446,605	19,254	+6.5%	Shares	Sole	2021-02-16
2020-09-30	$1,741,235	18,087	+28.7%	Shares	Other	2020-10-30
2020-06-30	$1,322,201	14,057	+312.3%	Shares	Other	2020-08-13
2020-03-31	$306,912	3,409	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.