Principle Wealth Partners LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1743413 MADISON, CT

Position in JPM

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

Position Value

$117,156,971

+$11,915,937 QoQ

Shares Held

357,917

+0.0% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

9.69%

of 13F equity value

Holder Rank

#372

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

Principle Wealth Partners LLC holds $128,135,150 across 5 Banks - Diversified names. JPM ranks #1 (91.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	357,917	$117,156,971
2	BAC	Bank Of America Corp /De/	124,832	$7,112,927
3	BNY	Bank of New York Mellon Corp	15,930	$2,303,637
4	WFC	Wells Fargo & Company/Mn	15,296	$1,264,061
5	C	Citigroup Inc	2,126	$297,554

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$117,156,971	357,917	+0.0%	Shares	Sole	2026-08-07
2026-03-31	$105,241,034	357,768	-0.1%	Shares	Sole	2026-05-07
2025-12-31	$115,388,915	358,106	+0.8%	Shares	Sole	2026-02-06
2025-09-30	$112,098,775	355,384	-0.1%	Shares	Sole	2025-11-03
2025-06-30	$103,096,634	355,616	+1.1%	Shares	Sole	2025-07-30
2025-03-31	$86,323,032	351,908	-0.1%	Shares	Sole	2025-05-06
2024-12-31	$84,420,108	352,176	-0.2%	Shares	Sole	2025-01-29
2024-09-30	$74,374,539	352,720	-0.3%	Shares	Sole	2024-11-13
2024-06-30	$71,572,937	353,866	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$70,947,862	354,208	+0.4%	Shares	Sole	2024-04-23
2023-12-31	$60,035,434	352,942	-0.1%	Shares	Sole	2024-02-05
2023-09-30	$51,247,312	353,381	+0.2%	Shares	Sole	2023-11-01
2023-06-30	$51,273,126	352,538	-0.4%	Shares	Sole	2023-07-31
2023-03-31	$46,117,621	353,907	-0.0%	Shares	Sole	2023-05-10
2022-12-31	$47,477,836	354,048	+0.8%	Shares	Sole	2023-02-02
2022-09-30	$36,686,501	351,067	+2.8%	Shares	Sole	2022-11-14
2022-06-30	$38,463,747	341,566	+1.0%	Shares	Sole	2022-08-02
2022-03-31	$46,113,102	338,271	+1.1%	Shares	Sole	2022-05-12
2021-12-31	$52,998,003	334,689	+0.0%	Shares	Sole	2022-02-11
2021-09-30	$54,770,346	334,598	+0.1%	Shares	Sole	2021-11-16
2021-06-30	$51,971,357	334,135	-0.2%	Shares	Sole	2021-08-13
2021-03-31	$50,946,509	334,668	+0.5%	Shares	Sole	2021-05-18
2020-12-31	$42,322,061	333,061	+777.8%	Shares	Sole	2021-02-16
2020-09-30	$3,652,580	37,941	+2.2%	Shares	Sole	2020-11-16
2020-06-30	$3,491,130	37,116	-0.1%	Shares	Sole	2020-08-14
2020-03-31	$3,346,505	37,171	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.