Wealth Quarterback LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1803386 TOMS RIVER, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,108,339

+$449,421 QoQ

Shares Held

3,386

+51.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#3,548

of 5,058 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Wealth Quarterback LLC holds $2,762,405 across 3 Banks - Diversified names. JPM ranks #2 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	8,763	$1,267,217
2	JPM	Jpmorgan Chase & Co This page	3,386	$1,108,339
3	C	Citigroup Inc	2,764	$386,849

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,108,339	3,386	+51.2%	Shares	Sole	2026-07-27
2026-03-31	$658,918	2,240	+41.3%	Shares	Sole	2026-04-09
2025-12-31	$510,718	1,585	+8.9%	Shares	Sole	2026-01-15
2025-09-30	$459,266	1,456	-9.5%	Shares	Sole	2025-10-20
2025-06-30	$466,465	1,609	+0.9%	Shares	Sole	2025-08-08
2025-03-31	$391,008	1,594	-1.9%	Shares	Sole	2025-05-05
2024-12-31	$389,528	1,625	-2.2%	Shares	Sole	2025-01-31
2024-09-30	$350,238	1,661	+0.3%	Shares	Sole	2024-11-01
2024-06-30	$334,942	1,656	-4.7%	Shares	Sole	2024-07-22
2024-03-31	$348,121	1,738	-44.0%	Shares	Sole	2024-05-09
2023-12-31	$527,480	3,101	+48.2%	Shares	Sole	2024-02-13
2023-09-30	$303,381	2,092	+1.9%	Shares	Sole	2023-11-13
2023-06-30	$298,733	2,054	-5.3%	Shares	Sole	2023-08-10
2023-03-31	$282,642	2,169	-4.2%	Shares	Sole	2023-05-12
2022-12-31	$303,602	2,264	-3.3%	Shares	Sole	2023-02-10
2022-09-30	$244,739	2,342	+3.0%	Shares	Sole	2022-11-14
2022-06-30	$255,962	2,273	-85.9%	Shares	Sole	2022-08-15
2021-09-30	$337,000	16,131	+649.2%	Shares	Sole	2021-11-17
2021-06-30	$334,877	2,153	-9.2%	Shares	Sole	2021-08-11
2020-12-31	$301,155	2,370	-47.8%	Shares	Sole	2021-02-17
2020-09-30	$437,258	4,542	0.0%	Shares	Sole	2020-11-16
2020-06-30	$427,220	4,542	-9.1%	Shares	Sole	2020-08-17
2020-03-31	$449,699	4,995	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.