EPG Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1803058 ATLANTA, GA

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,547,902

+$1,425,550 QoQ

Shares Held

23,059

+10.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.96%

of 13F equity value

Holder Rank

#1,705

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EPG Wealth Management LLC holds $11,643,707 across 4 Banks - Diversified names. JPM ranks #1 (64.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	23,059	$7,547,902
2	BAC	Bank Of America Corp /De/	35,658	$2,031,792
3	RY	Royal Bank Of Canada	7,202	$1,490,597
4	C	Citigroup Inc	4,097	$573,416

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,547,902	23,059	+10.8%	Shares	Sole	2026-07-28
2026-03-31	$6,122,352	20,813	+0.8%	Shares	Sole	2026-05-07
2025-12-31	$6,656,420	20,658	+2.8%	Shares	Sole	2026-01-28
2025-09-30	$6,339,196	20,097	-4.1%	Shares	Sole	2025-11-03
2025-06-30	$6,072,454	20,946	-10.7%	Shares	Sole	2025-08-05
2025-03-31	$5,754,982	23,461	-6.1%	Shares	Sole	2025-05-13
2024-12-31	$5,988,914	24,984	-6.6%	Shares	Sole	2025-02-14
2024-09-30	$5,643,035	26,762	—	Shares	Sole	2024-11-13
2024-06-30	$6,146,646	0	-100.0%	Shares	Sole	2024-08-13
2024-03-31	$5,844,754	29,180	-0.6%	Shares	Sole	2024-05-14
2023-12-31	$4,995,156	29,366	-6.2%	Shares	Sole	2024-02-15
2023-09-30	$4,537,965	31,292	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$4,528,274	31,135	+0.0%	Shares	Sole	2023-08-15
2023-03-31	$4,056,941	31,133	+26.2%	Shares	Sole	2023-05-15
2022-12-31	$3,308,112	24,669	-0.7%	Shares	Sole	2023-02-15
2022-09-30	$2,597,034	24,852	+11.3%	Shares	Sole	2022-11-15
2022-06-30	$2,515,031	22,334	+0.4%	Shares	Sole	2022-08-15
2022-03-31	$3,031,893	22,241	+11.7%	Shares	Sole	2022-05-10
2021-12-31	$3,152,748	19,910	+24.1%	Shares	Sole	2022-02-14
2021-09-30	$2,625,914	16,042	+4.8%	Shares	Sole	2021-11-15
2021-06-30	$2,380,073	15,302	+4.6%	Shares	Sole	2021-08-09
2021-03-31	$2,228,038	14,636	+6.7%	Shares	Sole	2021-05-10
2020-12-31	$1,742,510	13,713	+10.8%	Shares	Sole	2021-01-29
2020-09-30	$1,191,533	12,377	+8.4%	Shares	Sole	2020-11-02
2020-06-30	$1,073,883	11,417	+8.7%	Shares	Sole	2020-08-06
2020-03-31	$945,404	10,501	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.