Rothschild Wealth LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1811345 OAK BROOK, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$10,619,239

+$1,589,116 QoQ

Shares Held

32,442

+5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.41%

of 13F equity value

Holder Rank

#1,396

of 5,058 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Rothschild Wealth LLC holds $15,026,972 across 6 Banks - Diversified names. JPM ranks #1 (70.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	32,442	$10,619,239
2	C	Citigroup Inc	15,710	$2,198,771
3	BAC	Bank Of America Corp /De/	12,989	$740,113
4	WFC	Wells Fargo & Company/Mn	8,094	$668,888
5	BNY	Bank of New York Mellon Corp	3,740	$540,841
6	HSBC	Hsbc Holdings PLC	2,725	$259,120

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,619,239	32,442	+5.7%	Shares	Sole	2026-08-11
2026-03-31	$9,030,123	30,698	+114.4%	Shares	Sole	2026-05-06
2025-12-31	$4,614,512	14,321	+29.3%	Shares	Sole	2026-02-17
2025-09-30	$3,493,071	11,074	+0.5%	Shares	Sole	2025-11-14
2025-06-30	$3,195,967	11,024	+5.8%	Shares	Sole	2025-08-14
2025-03-31	$2,556,761	10,423	+3.7%	Shares	Sole	2025-05-15
2024-12-31	$2,409,325	10,051	-0.1%	Shares	Sole	2025-02-14
2024-09-30	$2,121,040	10,059	+4.5%	Shares	Sole	2024-11-14
2024-06-30	$1,946,550	9,624	+1.3%	Shares	Sole	2024-08-13
2024-03-31	$1,902,249	9,497	+0.2%	Shares	Sole	2024-05-15
2023-06-30	$1,379,062	9,482	+5.8%	Shares	Sole	2023-08-14
2023-03-31	$1,167,968	8,963	—	Shares	Sole	2023-05-16
No filing history on record for this holder in this stock.