Facet Wealth, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1748271 WEST PALM BEACH, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,480,493

+$1,428,583 QoQ

Shares Held

13,688

+31.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#2,193

of 5,048 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Facet Wealth, Inc. holds $9,949,163 across 11 Banks - Diversified names. JPM ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,688	$4,480,493
2	BAC	Bank Of America Corp /De/	29,308	$1,669,969
3	C	Citigroup Inc	8,267	$1,157,049
4	WFC	Wells Fargo & Company/Mn	8,667	$716,240
5	BNY	Bank of New York Mellon Corp	2,643	$382,204
6	UBS	UBS Group AG	6,476	$320,950
7	RY	Royal Bank Of Canada	1,461	$302,383
8	ING	Ing Groep NV	7,750	$243,195

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,480,493	13,688	+31.9%	Shares	Sole	2026-07-27
2026-03-31	$3,051,910	10,375	+22.8%	Shares	Sole	2026-05-07
2025-12-31	$2,721,470	8,446	+40.8%	Shares	Sole	2026-01-29
2025-09-30	$1,891,949	5,998	+18.5%	Shares	Sole	2025-10-30
2025-06-30	$1,466,944	5,060	+43.3%	Shares	Sole	2025-08-01
2025-03-31	$866,154	3,531	+14.8%	Shares	Sole	2025-05-07
2024-12-31	$737,347	3,076	+1.9%	Shares	Sole	2025-02-10
2024-09-30	$636,797	3,020	+29.7%	Shares	Sole	2024-11-04
2024-06-30	$471,063	2,329	+11.7%	Shares	Sole	2024-07-31
2024-03-31	$417,625	2,085	-5.7%	Shares	Sole	2024-05-07
2023-12-31	$375,921	2,210	+17.2%	Shares	Sole	2024-02-08
2023-09-30	$273,362	1,885	—	Shares	Sole	2023-11-01
No filing history on record for this holder in this stock.