Concentrum Wealth Management

Position in JPM — Jpmorgan Chase & Co

CIK 1765387 SAN JOSE, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,146,964

+$181,531 QoQ

Shares Held

3,504

+6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#3,507

of 5,056 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concentrum Wealth Management holds $2,670,198 across 5 Banks - Diversified names. JPM ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,504	$1,146,964
2	C	Citigroup Inc	3,209	$449,131
3	BAC	Bank Of America Corp /De/	7,452	$424,614
4	WFC	Wells Fargo & Company/Mn	4,552	$376,177
5	BNY	Bank of New York Mellon Corp	1,890	$273,312

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,146,964	3,504	+6.8%	Shares	Sole	2026-08-06
2026-03-31	$965,433	3,282	+155.8%	Shares	Sole	2026-05-04
2025-12-31	$413,408	1,283	-0.3%	Shares	Sole	2026-02-04
2025-09-30	$405,958	1,287	+10.1%	Shares	Sole	2025-11-10
2025-06-30	$338,904	1,169	+16.1%	Shares	Sole	2025-08-12
2025-03-31	$247,017	1,007	+7.1%	Shares	Sole	2025-05-07
2024-12-31	$225,327	940	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.