CFM WEALTH PARTNERS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1801097 AUSTIN, TX

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,590,755

+$1,063,652 QoQ

Shares Held

35,410

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#1,339

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFM WEALTH PARTNERS LLC holds $17,083,138 across 4 Banks - Diversified names. JPM ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	35,410	$11,590,755
2	RY	Royal Bank Of Canada	21,401	$4,429,364
3	C	Citigroup Inc	4,313	$603,647
4	BAC	Bank Of America Corp /De/	8,062	$459,372

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,590,755	35,410	-1.1%	Shares	Sole	2026-08-07
2026-03-31	$10,527,103	35,787	+0.6%	Shares	Sole	2026-04-21
2025-12-31	$11,464,587	35,580	+3.7%	Shares	Sole	2026-01-27
2025-09-30	$10,818,933	34,299	+3.8%	Shares	Sole	2025-11-03
2025-06-30	$9,578,046	33,038	+0.6%	Shares	Sole	2025-07-23
2025-03-31	$8,053,689	32,832	+4.4%	Shares	Sole	2025-04-25
2024-12-31	$7,535,763	31,437	+6.0%	Shares	Sole	2025-01-24
2024-09-30	$6,254,318	29,661	+3.0%	Shares	Sole	2024-10-23
2024-06-30	$5,824,885	28,799	+2.2%	Shares	Sole	2024-07-18
2024-03-31	$5,644,253	28,179	+2.8%	Shares	Sole	2024-04-15
2023-12-31	$4,660,740	27,400	+0.9%	Shares	Sole	2024-01-12
2023-09-30	$3,938,743	27,160	+3.3%	Shares	Sole	2023-10-11
2023-06-30	$3,824,053	26,293	-0.4%	Shares	Sole	2023-07-14
2023-03-31	$3,439,662	26,396	+1.5%	Shares	Sole	2023-04-12
2022-12-31	$3,489,013	26,018	+3.8%	Shares	Sole	2023-01-20
2022-09-30	$2,620,546	25,077	+13.9%	Shares	Sole	2022-10-17
2022-06-30	$2,479,334	22,017	-3.9%	Shares	Sole	2022-07-12
2022-03-31	$3,122,954	22,909	+11.5%	Shares	Sole	2022-04-14
2021-12-31	$3,252,033	20,537	+19.7%	Shares	Sole	2022-01-21
2021-09-30	$2,808,429	17,157	+2.3%	Shares	Sole	2021-10-25
2021-06-30	$2,609,650	16,778	-0.3%	Shares	Sole	2021-07-21
2021-03-31	$2,562,944	16,836	+0.2%	Shares	Sole	2021-05-17
2020-12-31	$2,135,538	16,806	-0.2%	Shares	Sole	2021-02-10
2020-09-30	$1,621,283	16,841	+14.2%	Shares	Sole	2020-11-10
2020-06-30	$1,386,632	14,742	-7.5%	Shares	Sole	2020-08-14
2020-03-31	$1,434,357	15,932	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.