Aberdeen Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1802654 LAKE BLUFF, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,453,012

-$2,948,209 QoQ

Shares Held

4,439

-70.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#3,275

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aberdeen Wealth Management LLC holds $2,214,281 across 5 Banks - Diversified names. JPM ranks #1 (65.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	4,439	$1,453,012
2	BAC	Bank Of America Corp /De/	12,258	$698,460
3	WFC	Wells Fargo & Company/Mn	500	$41,320
4	C	Citigroup Inc	150	$20,994
5	UBS	UBS Group AG	10	$495

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,453,012	4,439	-70.3%	Shares	Sole	2026-08-13
2026-03-31	$4,401,221	14,962	0.0%	Shares	Sole	2026-05-15
2025-12-31	$4,821,055	14,962	+0.9%	Shares	Sole	2026-02-12
2025-09-30	$4,678,773	14,833	-2.0%	Shares	Sole	2025-11-14
2025-06-30	$4,387,208	15,133	0.0%	Shares	Sole	2025-08-14
2025-03-31	$3,712,124	15,133	0.0%	Shares	Sole	2025-05-16
2024-12-31	$3,627,531	15,133	-1.9%	Shares	Sole	2025-02-21
2024-09-30	$3,254,202	15,433	+1.7%	Shares	Sole	2024-11-08
2024-06-30	$3,069,902	15,178	-1.9%	Shares	Sole	2024-08-02
2024-03-31	$3,098,440	15,469	0.0%	Shares	Sole	2024-05-14
2023-12-31	$2,631,276	15,469	-1.6%	Shares	Sole	2024-02-14
2023-09-30	$2,278,844	15,714	0.0%	Shares	Sole	2023-11-13
2023-06-30	$2,285,444	15,714	0.0%	Shares	Sole	2023-08-03
2023-03-31	$2,047,691	15,714	0.0%	Shares	Sole	2023-05-15
2022-12-31	$2,107,247	15,714	0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,642,113	15,714	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,769,553	15,714	-0.5%	Shares	Sole	2022-08-10
2022-03-31	$2,153,038	15,794	0.0%	Shares	Sole	2022-05-12
2021-12-31	$2,500,979	15,794	-3.1%	Shares	Sole	2022-02-14
2021-09-30	$2,668,801	16,304	-1.1%	Shares	Sole	2021-11-15
2021-06-30	$2,564,699	16,489	-0.1%	Shares	Sole	2021-07-23
2021-03-31	$2,511,642	16,499	-1.6%	Shares	Sole	2021-05-13
2020-12-31	$2,131,090	16,771	+0.9%	Shares	Sole	2021-02-10
2020-09-30	$1,599,911	16,619	-12.8%	Shares	Sole	2020-11-13
2020-06-30	$1,792,877	19,061	+9.6%	Shares	Sole	2020-08-13
2020-03-31	$1,566,341	17,398	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.