QP WEALTH MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1802496 BOCA RATON, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$928,962

+$92,371 QoQ

Shares Held

2,838

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.04%

of 13F equity value

Holder Rank

#3,729

of 5,057 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

QP WEALTH MANAGEMENT, LLC holds $928,962 across 1 Banks - Diversified name. JPM ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JPM	Jpmorgan Chase & Co This page	2,838	$928,962

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$928,962	2,838	-0.2%	Shares	Sole	2026-07-20
2026-03-31	$836,591	2,844	-51.5%	Shares	Sole	2026-04-22
2025-12-31	$1,888,531	5,861	-9.8%	Shares	Sole	2026-01-07
2023-09-30	$941,904	6,495	-14.4%	Shares	Sole	2023-10-05
2023-06-30	$1,103,307	7,586	-2.6%	Shares	Sole	2023-07-13
2023-03-31	$1,014,593	7,786	+0.3%	Shares	Sole	2023-04-25
2022-12-31	$1,040,616	7,760	-4.3%	Shares	Sole	2023-01-17
2022-09-30	$847,077	8,106	+28.9%	Shares	Sole	2022-10-12
2022-06-30	$707,979	6,287	-19.0%	Shares	Sole	2022-07-08
2022-03-31	$1,057,434	7,757	+0.7%	Shares	Sole	2022-04-18
2021-12-31	$1,219,295	7,700	+0.9%	Shares	Sole	2022-01-13
2021-09-30	$1,249,445	7,633	-1.6%	Shares	Sole	2021-11-05
2021-06-30	$1,206,990	7,760	-12.8%	Shares	Sole	2021-07-13
2021-03-31	$1,354,999	8,901	+0.2%	Shares	Sole	2021-04-28
2020-12-31	$1,129,144	8,886	-2.8%	Shares	Sole	2021-01-15
2020-09-30	$880,485	9,146	-50.7%	Shares	Sole	2020-10-08
2020-06-30	$1,743,496	18,536	-2.1%	Shares	Sole	2020-07-08
2020-03-31	$1,705,258	18,941	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.