RMR Wealth Builders

Position in JPM — Jpmorgan Chase & Co

CIK 1803848 Montclair, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$13,975,027

+$2,520,143 QoQ

Shares Held

42,694

+9.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.47%

of 13F equity value

Holder Rank

#1,207

of 5,058 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $17,196,407 across 5 Banks - Diversified names. JPM ranks #1 (81.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	42,694	$13,975,027
2	C	Citigroup Inc	12,409	$1,736,763
3	BAC	Bank Of America Corp /De/	15,896	$905,754
4	RY	Royal Bank Of Canada	1,821	$376,892
5	HSBC	Hsbc Holdings PLC	2,124	$201,971

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,975,027	42,694	+9.6%	Shares	Sole	2026-07-24
2026-03-31	$11,454,884	38,941	+3.8%	Shares	Sole	2026-04-22
2025-12-31	$12,091,949	37,527	+3.3%	Shares	Sole	2026-01-29
2025-09-30	$11,457,363	36,323	+3.1%	Shares	Sole	2025-11-05
2025-06-30	$10,215,558	35,237	+4.7%	Shares	Sole	2025-07-08
2025-03-31	$8,256,798	33,660	+1.8%	Shares	Sole	2025-04-16
2024-12-31	$7,924,093	33,057	+4.4%	Shares	Sole	2025-01-14
2024-09-30	$6,678,990	31,675	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$6,398,495	31,635	+4.1%	Shares	Sole	2024-07-23
2024-03-31	$6,085,514	30,382	+5.3%	Shares	Sole	2024-04-15
2023-12-31	$4,908,405	28,856	+7.2%	Shares	Sole	2024-02-06
2023-09-30	$3,902,633	26,911	+14.2%	Shares	Sole	2023-10-23
2023-06-30	$3,427,002	23,563	-5.3%	Shares	Sole	2023-07-21
2023-03-31	$3,241,852	24,878	+0.1%	Shares	Sole	2023-04-11
2022-12-31	$3,331,446	24,843	+0.5%	Shares	Sole	2023-02-15
2022-09-30	$2,583,449	24,722	+1.6%	Shares	Sole	2022-11-08
2022-06-30	$2,741,265	24,343	-5.6%	Shares	Sole	2022-08-02
2022-03-31	$3,515,011	25,785	+117.0%	Shares	Sole	2022-05-13
2021-12-31	$1,881,673	11,883	-55.5%	Shares	Sole	2022-02-02
2021-09-30	$4,369,868	26,696	+3.5%	Shares	Sole	2021-10-18
2021-06-30	$4,010,754	25,786	-10.3%	Shares	Sole	2021-08-16
2021-03-31	$4,376,308	28,748	+42.9%	Shares	Sole	2021-05-13
2020-12-31	$2,556,140	20,116	-36.8%	Shares	Sole	2021-02-26
2020-09-30	$3,062,444	31,811	+81.4%	Shares	Sole	2020-11-13
2020-06-30	$1,649,059	17,532	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.