Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$18,896,106
+$1,771,288 QoQ
Shares Held
57,728
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.16%
of 13F equity value
Holder Rank
#1,034
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WealthBridge Investment Counsel Inc. holds $34,106,818 across 2 Banks - Diversified names. JPM ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
57,728 | $18,896,106 | |
| 2 | C |
Citigroup Inc
|
108,679 | $15,210,712 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,896,106 | 57,728 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $17,124,818 | 58,216 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $18,914,636 | 58,701 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $18,648,537 | 59,121 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $17,313,715 | 59,721 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $14,995,434 | 61,131 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $14,762,780 | 61,586 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $13,059,824 | 61,936 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $12,673,813 | 62,661 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $14,087,299 | 70,331 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $12,153,815 | 71,451 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $10,661,290 | 73,516 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $10,844,879 | 74,566 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,721,907 | 74,606 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $10,156,868 | 75,741 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,868,954 | 75,301 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $8,010,512 | 71,135 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $9,592,838 | 70,370 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $10,968,904 | 69,270 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $11,527,868 | 70,425 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $11,351,309 | 72,980 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $11,255,125 | 73,935 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $9,429,864 | 74,210 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $7,161,043 | 74,385 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $6,956,677 | 73,960 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $6,561,836 | 72,885 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||