MinichMacGregor Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1744318 Saratoga Springs, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,762,672

+$148,911 QoQ

Shares Held

5,385

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#3,086

of 5,058 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MinichMacGregor Wealth Management, LLC holds $3,123,347 across 5 Banks - Diversified names. JPM ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,385	$1,762,672
2	BNY	Bank of New York Mellon Corp	2,811	$406,498
3	C	Citigroup Inc	2,749	$384,750
4	BAC	Bank Of America Corp /De/	5,335	$303,988
5	WFC	Wells Fargo & Company/Mn	3,212	$265,439

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,762,672	5,385	-1.8%	Shares	Sole	2026-07-16
2026-03-31	$1,613,761	5,486	-15.5%	Shares	Sole	2026-04-20
2025-12-31	$2,093,141	6,496	+6.2%	Shares	Sole	2026-02-17
2025-09-30	$1,929,169	6,116	+14.2%	Shares	Sole	2025-10-28
2025-06-30	$1,552,468	5,355	-16.9%	Shares	Sole	2025-07-16
2025-03-31	$1,579,977	6,441	+21.4%	Shares	Sole	2025-04-22
2024-12-31	$1,272,140	5,307	+13.2%	Shares	Sole	2025-01-17
2024-09-30	$988,511	4,688	0.0%	Shares	Sole	2024-10-30
2024-06-30	$948,194	4,688	-1.0%	Shares	Sole	2024-07-25
2024-03-31	$948,620	4,736	0.0%	Shares	Sole	2024-04-16
2023-12-31	$805,593	4,736	-0.5%	Shares	Sole	2024-02-08
2023-09-30	$690,440	4,761	+0.4%	Shares	Sole	2023-10-16
2023-06-30	$689,676	4,742	-2.8%	Shares	Sole	2023-07-13
2023-03-31	$635,521	4,877	+4.5%	Shares	Sole	2023-04-19
2022-12-31	$625,710	4,666	+33.8%	Shares	Sole	2023-01-09
2022-09-30	$364,287	3,486	+0.2%	Shares	Sole	2022-10-06
2022-06-30	$391,657	3,478	+1.0%	Shares	Sole	2022-07-13
2022-03-31	$469,349	3,443	0.0%	Shares	Sole	2022-04-26
2021-12-31	$545,199	3,443	+2.7%	Shares	Sole	2022-01-18
2021-09-30	$548,525	3,351	-4.8%	Shares	Sole	2021-11-03
2021-06-30	$547,500	3,520	-2.0%	Shares	Sole	2021-08-02
2021-03-31	$546,962	3,593	+52.2%	Shares	Sole	2021-04-27
2020-12-31	$299,885	2,360	+0.1%	Shares	Sole	2021-01-19
2020-09-30	$226,908	2,357	+9.3%	Shares	Sole	2020-10-14
2020-06-30	$202,887	2,157	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.