Buckley Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1730126 Las Vegas, NV

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$19,637,181

+$1,959,636 QoQ

Shares Held

59,992

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.86%

of 13F equity value

Holder Rank

#1,014

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Buckley Wealth Management, LLC holds $24,042,442 across 4 Banks - Diversified names. JPM ranks #1 (81.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	59,992	$19,637,181
2	BAC	Bank Of America Corp /De/	40,416	$2,302,903
3	C	Citigroup Inc	13,545	$1,895,758
4	WFC	Wells Fargo & Company/Mn	2,500	$206,600

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,637,181	59,992	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$17,677,545	60,095	+3.9%	Shares	Sole	2026-05-13
2025-12-31	$18,644,938	57,864	-1.0%	Shares	Sole	2026-02-12
2025-09-30	$18,435,937	58,447	-0.9%	Shares	Sole	2025-11-14
2025-06-30	$17,090,194	58,950	-3.4%	Shares	Sole	2025-08-11
2025-03-31	$14,968,451	61,021	-3.4%	Shares	Sole	2025-05-15
2024-12-31	$15,146,555	63,187	-1.0%	Shares	Sole	2025-02-10
2024-09-30	$13,460,037	63,834	-1.0%	Shares	Sole	2024-10-18
2024-06-30	$13,046,174	64,502	-0.5%	Shares	Sole	2024-07-24
2024-03-31	$12,989,655	64,851	-2.7%	Shares	Sole	2024-04-16
2023-12-31	$11,337,505	66,652	-1.1%	Shares	Sole	2024-01-18
2023-09-30	$9,777,538	67,422	-3.0%	Shares	Sole	2023-10-13
2023-06-30	$10,110,552	69,517	-0.4%	Shares	Sole	2023-07-12
2023-03-31	$9,091,468	69,768	-3.9%	Shares	Sole	2023-04-14
2022-12-31	$9,731,502	72,569	-3.9%	Shares	Sole	2023-02-10
2022-09-30	$7,894,452	75,545	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$8,566,693	76,074	+31.9%	Shares	Sole	2022-08-04
2022-03-31	$7,862,937	57,680	+3.0%	Shares	Sole	2022-05-06
2021-12-31	$8,870,291	56,017	-1.1%	Shares	Sole	2022-02-02
2021-09-30	$9,272,220	56,645	-0.1%	Shares	Sole	2021-11-09
2021-06-30	$8,818,184	56,694	-0.1%	Shares	Sole	2021-07-27
2021-03-31	$8,643,162	56,777	-3.2%	Shares	Sole	2021-04-30
2020-12-31	$7,453,672	58,658	-0.9%	Shares	Sole	2021-01-20
2020-09-30	$5,697,643	59,184	-2.1%	Shares	Sole	2020-10-19
2020-06-30	$5,688,654	60,479	-0.8%	Shares	Sole	2020-07-15
2020-03-31	$5,489,579	60,975	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.