Laidlaw Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1800608 NEW YORK CITY, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$364,972

+$38,455 QoQ

Shares Held

1,115

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#4,554

of 5,072 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Laidlaw Wealth Management LLC holds $1,222,096 across 3 Banks - Diversified names. JPM ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	3,885	$561,809
2	JPM	Jpmorgan Chase & Co This page	1,115	$364,972
3	C	Citigroup Inc	2,110	$295,315

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,972	1,115	+0.5%	Shares	Sole	2026-08-11
2026-03-31	$326,517	1,110	+15.6%	Shares	Sole	2026-05-06
2025-12-31	$309,331	960	-49.1%	Shares	Sole	2026-02-17
2025-09-30	$595,216	1,887	-4.4%	Shares	Sole	2025-11-14
2025-06-30	$571,992	1,973	+6.9%	Shares	Sole	2025-08-13
2025-03-31	$452,823	1,846	-36.2%	Shares	Sole	2025-05-16
2024-12-31	$693,481	2,893	-4.5%	Shares	Sole	2025-02-03
2024-09-30	$638,694	3,029	-6.2%	Shares	Sole	2024-11-12
2024-06-30	$653,097	3,229	-18.2%	Shares	Sole	2024-08-01
2024-03-31	$790,784	3,948	-74.4%	Shares	Sole	2024-05-15
2023-12-31	$2,623,112	15,421	-22.7%	Shares	Sole	2024-02-12
2023-09-30	$2,892,423	19,945	-52.1%	Shares	Sole	2023-11-13
2023-06-30	$6,062,084	41,681	+10.0%	Shares	Sole	2023-08-14
2023-03-31	$4,938,618	37,899	+12.4%	Shares	Sole	2023-05-12
2022-12-31	$4,521,717	33,719	+1.9%	Shares	Sole	2023-02-14
2022-09-30	$3,457,382	33,085	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$3,710,386	32,949	+7.0%	Shares	Sole	2022-08-12
2022-03-31	$4,198,792	30,801	-3.4%	Shares	Sole	2022-05-12
2021-12-31	$5,046,614	31,870	+13.1%	Shares	Sole	2022-02-14
2021-09-30	$4,612,620	28,179	+11.1%	Shares	Sole	2021-11-12
2021-06-30	$3,944,649	25,361	+0.5%	Shares	Sole	2021-08-13
2021-03-31	$3,842,132	25,239	-7.7%	Shares	Sole	2021-05-17
2020-12-31	$3,476,381	27,358	+83.2%	Shares	Sole	2021-02-16
2020-09-30	$1,437,311	14,930	-0.1%	Shares	Sole	2020-11-16
2020-06-30	$1,405,444	14,942	+8.5%	Shares	Sole	2020-08-19
2020-03-31	$1,240,073	13,774	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.