Apollon Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1764387 MOUNT PLEASANT, SC

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$72,398,522

+$7,953,950 QoQ

Shares Held

221,179

+1.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#490

of 5,058 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Financial Services · as of Jun 30, 2026

Apollon Wealth Management, LLC holds $109,846,344 across 16 Banks - Diversified names. JPM ranks #1 (65.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	221,179	$72,398,522
2	BAC	Bank Of America Corp /De/	203,793	$11,612,125
3	C	Citigroup Inc	66,273	$9,275,569
4	WFC	Wells Fargo & Company/Mn	77,561	$6,409,641
5	BNY	Bank of New York Mellon Corp	28,986	$4,191,665
6	SAN	Banco Santander, S.A.	82,165	$1,133,877
7	ING	Ing Groep NV	32,749	$1,027,663
8	TD	Toronto Dominion Bank	6,926	$841,024

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,398,522	221,179	+1.0%	Shares	Sole	2026-07-23
2026-03-31	$64,444,572	219,080	+9.4%	Shares	Sole	2026-04-22
2025-12-31	$64,501,677	200,179	+2.0%	Shares	Sole	2026-01-22
2025-09-30	$61,916,385	196,292	+7.4%	Shares	Sole	2025-10-17
2025-06-30	$52,978,153	182,740	+4.4%	Shares	Sole	2025-07-25
2025-03-31	$42,946,142	175,076	+24.3%	Shares	Sole	2025-05-02
2024-12-31	$33,755,243	140,817	+14.0%	Shares	Sole	2025-01-28
2024-09-30	$26,043,529	123,511	+2.5%	Shares	Sole	2024-11-05
2024-06-30	$24,381,836	120,547	-1.6%	Shares	Sole	2024-07-19
2024-03-31	$24,527,135	122,452	+0.3%	Shares	Sole	2024-05-02
2023-12-31	$20,769,720	122,103	+48.3%	Shares	Sole	2024-02-06
2023-09-30	$11,936,451	82,309	-1.7%	Shares	Sole	2023-11-14
2023-06-30	$12,177,836	83,731	+6.7%	Shares	Sole	2023-08-04
2023-03-31	$10,227,640	78,487	+11.3%	Shares	Sole	2023-05-16
2022-12-31	$9,454,854	70,506	+9.9%	Shares	Sole	2023-02-15
2022-09-30	$6,701,585	64,130	+5.5%	Shares	Sole	2022-11-08
2022-06-30	$6,847,138	60,804	+2.9%	Shares	Sole	2022-08-11
2022-03-31	$8,051,604	59,064	+0.9%	Shares	Sole	2022-05-16
2021-12-31	$9,268,542	58,532	+28.1%	Shares	Sole	2022-02-14
2021-09-30	$7,480,796	45,701	+49.9%	Shares	Sole	2021-11-15
2021-06-30	$4,743,503	30,497	-1.0%	Shares	Sole	2021-08-12
2021-03-31	$4,689,749	30,807	+252.3%	Shares	Sole	2021-05-17
2020-12-31	$1,111,100	8,744	+53.1%	Shares	Sole	2021-01-29
2020-09-30	$549,990	5,713	-4.0%	Shares	Sole	2020-11-03
2020-06-30	$559,751	5,951	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.