Revolve Wealth Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1808992 Hackensack, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,446,778

+$684,766 QoQ

Shares Held

13,585

+6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.87%

of 13F equity value

Holder Rank

#2,210

of 5,056 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Revolve Wealth Partners, LLC holds $7,753,972 across 5 Banks - Diversified names. JPM ranks #1 (57.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,585	$4,446,778
2	C	Citigroup Inc	8,790	$1,230,248
3	BAC	Bank Of America Corp /De/	20,440	$1,164,671
4	WFC	Wells Fargo & Company/Mn	6,220	$514,020
5	BNY	Bank of New York Mellon Corp	2,754	$398,255

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,446,778	13,585	+6.2%	Shares	Sole	2026-07-09
2026-03-31	$3,762,012	12,789	-9.4%	Shares	Sole	2026-04-13
2025-12-31	$4,550,713	14,123	-0.3%	Shares	Sole	2026-01-20
2025-09-30	$4,468,065	14,165	+0.9%	Shares	Sole	2025-10-14
2025-06-30	$4,070,916	14,042	+1.0%	Shares	Sole	2025-07-28
2025-03-31	$3,408,934	13,897	+15.8%	Shares	Sole	2025-04-14
2024-12-31	$2,875,800	11,997	-3.9%	Shares	Sole	2025-03-19
2024-09-30	$2,631,743	12,481	+18.1%	Shares	Sole	2024-10-18
2024-06-30	$2,137,685	10,569	-6.9%	Shares	Sole	2024-07-19
2024-03-31	$2,274,206	11,354	+1.9%	Shares	Sole	2024-04-15
2023-12-31	$1,895,934	11,146	+0.9%	Shares	Sole	2024-01-12
2023-09-30	$1,602,616	11,051	+18.3%	Shares	Sole	2023-10-10
2023-06-30	$1,358,991	9,344	+2.3%	Shares	Sole	2023-07-20
2023-03-31	$1,190,642	9,137	-0.4%	Shares	Sole	2023-04-06
2022-12-31	$1,230,501	9,176	-12.9%	Shares	Sole	2023-01-17
2022-09-30	$1,101,325	10,539	+20.2%	Shares	Sole	2022-10-12
2022-06-30	$987,589	8,770	-1.9%	Shares	Sole	2022-07-11
2022-03-31	$1,219,246	8,944	+11.0%	Shares	Sole	2022-04-19
2021-12-31	$1,275,509	8,055	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.