Weaver Consulting Group

Position in JPM — Jpmorgan Chase & Co

CIK 1780055 HUNTINGTON BEACH, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,071,023

+$107,944 QoQ

Shares Held

3,272

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#3,580

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Financial Services · as of Jun 30, 2026

Weaver Consulting Group holds $2,518,501 across 4 Banks - Diversified names. JPM ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,272	$1,071,023
2	WFC	Wells Fargo & Company/Mn	7,464	$616,824
3	BAC	Bank Of America Corp /De/	8,452	$481,594
4	C	Citigroup Inc	2,494	$349,060

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,071,023	3,272	-0.1%	Shares	Sole	2026-07-29
2026-03-31	$963,079	3,274	-1.0%	Shares	Sole	2026-05-15
2025-12-31	$1,065,259	3,306	+0.7%	Shares	Sole	2026-02-10
2025-09-30	$1,035,556	3,283	+2.5%	Shares	Sole	2025-11-12
2025-06-30	$928,871	3,204	+0.9%	Shares	Sole	2025-08-12
2025-03-31	$778,582	3,174	-1.6%	Shares	Sole	2025-04-28
2024-12-31	$773,064	3,225	-0.3%	Shares	Sole	2025-01-08
2024-09-30	$681,921	3,234	-9.7%	Shares	Sole	2024-11-14
2024-06-30	$724,090	3,580	+19.5%	Shares	Sole	2024-07-12
2024-03-31	$600,098	2,996	-4.2%	Shares	Sole	2024-04-16
2023-12-31	$531,902	3,127	-0.1%	Shares	Sole	2024-01-22
2023-09-30	$454,057	3,131	-3.6%	Shares	Sole	2023-10-13
2023-06-30	$472,389	3,248	+1.8%	Shares	Sole	2023-07-19
2023-03-31	$415,688	3,190	-5.5%	Shares	Sole	2023-04-11
2022-12-31	$452,721	3,376	+0.8%	Shares	Sole	2023-01-09
2022-09-30	$349,866	3,348	+0.8%	Shares	Sole	2022-10-04
2022-06-30	$374,090	3,322	+3.1%	Shares	Sole	2022-07-20
2022-03-31	$439,086	3,221	+4.1%	Shares	Sole	2022-05-06
2021-12-31	$489,934	3,094	+1.9%	Shares	Sole	2022-02-01
2021-09-30	$496,799	3,035	+4.7%	Shares	Sole	2021-10-28
2021-06-30	$450,754	2,898	+10.6%	Shares	Sole	2021-07-06
2021-03-31	$398,842	2,620	-1.9%	Shares	Sole	2021-04-07
2020-12-31	$339,276	2,670	+0.8%	Shares	Sole	2021-01-29
2020-09-30	$255,115	2,650	+6.0%	Shares	Sole	2020-10-28
2020-06-30	$235,150	2,500	+27.5%	Shares	Sole	2020-07-24
2020-03-31	$176,548	1,961	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.