Waterfront Wealth Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1775210 OVERLAND PARK, KS

Position in JPM

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

Position Value

$2,645,481

+$263,374 QoQ

Shares Held

8,082

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#2,711

of 5,058 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterfront Wealth Inc. holds $6,436,807 across 4 Banks - Diversified names. JPM ranks #1 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,082	$2,645,481
2	C	Citigroup Inc	15,949	$2,232,222
3	BAC	Bank Of America Corp /De/	18,239	$1,039,258
4	SAN	Banco Santander, S.A.	37,670	$519,846

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,645,481	8,082	-0.2%	Shares	Sole	2026-07-30
2026-03-31	$2,382,107	8,098	-18.4%	Shares	Sole	2026-04-30
2025-12-31	$3,198,677	9,927	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$3,127,173	9,914	+3.1%	Shares	Sole	2025-11-06
2025-06-30	$2,788,064	9,617	-1.2%	Shares	Sole	2025-08-04
2025-03-31	$2,386,769	9,730	+0.4%	Shares	Sole	2025-04-25
2024-12-31	$2,323,029	9,691	+3.4%	Shares	Sole	2025-02-03
2024-09-30	$1,976,601	9,374	+3.3%	Shares	Sole	2024-10-31
2024-06-30	$1,834,700	9,071	+1.8%	Shares	Sole	2024-08-01
2024-03-31	$1,784,272	8,908	+0.3%	Shares	Sole	2024-05-13
2023-12-31	$1,510,317	8,879	+1.7%	Shares	Sole	2024-01-31
2023-09-30	$1,266,604	8,734	+2.2%	Shares	Sole	2023-11-09
2023-06-30	$1,242,784	8,545	+10.6%	Shares	Sole	2023-07-28
2023-03-31	$1,006,384	7,723	+3.6%	Shares	Sole	2023-04-19
2022-12-31	$999,983	7,457	-1.8%	Shares	Sole	2023-01-31
2022-09-30	$793,782	7,596	+32.9%	Shares	Sole	2022-11-02
2022-06-30	$643,791	5,717	+49.9%	Shares	Sole	2022-07-25
2022-03-31	$519,924	3,814	+88.8%	Shares	Sole	2022-05-13
2021-12-31	$319,867	2,020	+57.1%	Shares	Sole	2022-02-14
2021-09-30	$210,505	1,286	—	Shares	Sole	2021-11-02
No filing history on record for this holder in this stock.