StrongBox Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1812155 Lee's Summit, MO

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$8,602,232

+$892,887 QoQ

Shares Held

26,280

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.74%

of 13F equity value

Holder Rank

#1,597

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

StrongBox Wealth, LLC holds $8,783,490 across 5 Banks - Diversified names. JPM ranks #1 (97.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	26,280	$8,602,232
2	WFC	Wells Fargo & Company/Mn	859	$70,987
3	HSBC	Hsbc Holdings PLC	683	$64,946
4	BAC	Bank Of America Corp /De/	400	$22,792
5	C	Citigroup Inc	161	$22,533

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,602,232	26,280	+0.3%	Shares	Sole	2026-07-23
2026-03-31	$7,709,345	26,208	+4.1%	Shares	Sole	2026-05-08
2025-12-31	$8,115,755	25,187	+0.8%	Shares	Sole	2026-01-21
2025-09-30	$7,881,964	24,988	+24.3%	Shares	Sole	2025-10-07
2025-06-30	$5,829,220	20,107	+4.4%	Shares	Sole	2025-07-09
2025-03-31	$4,726,195	19,267	-6.3%	Shares	Sole	2025-05-13
2024-12-31	$4,927,239	20,555	-2.3%	Shares	Sole	2025-01-14
2024-09-30	$4,435,861	21,037	+4.3%	Shares	Sole	2024-11-12
2024-06-30	$4,078,168	20,163	+1.1%	Shares	Sole	2024-08-12
2024-03-31	$3,996,185	19,951	-4.4%	Shares	Sole	2024-05-14
2023-12-31	$3,550,327	20,872	-0.6%	Shares	Sole	2024-01-08
2023-09-30	$3,043,679	20,988	-3.2%	Shares	Sole	2023-10-10
2023-06-30	$3,153,575	21,683	+16.8%	Shares	Sole	2023-07-24
2023-03-31	$2,418,423	18,559	+2.7%	Shares	Sole	2023-04-21
2022-12-31	$2,422,382	18,064	+3.8%	Shares	Sole	2023-01-19
2022-09-30	$1,819,449	17,411	-24.9%	Shares	Sole	2022-10-14
2022-06-30	$2,610,637	23,183	+10.6%	Shares	Sole	2022-07-15
2022-03-31	$2,857,267	20,960	+33.3%	Shares	Sole	2022-04-14
2021-12-31	$2,489,420	15,721	+11.2%	Shares	Sole	2022-01-14
2021-09-30	$2,313,921	14,136	+6.0%	Shares	Sole	2021-11-12
2021-06-30	$2,074,903	13,340	+0.0%	Shares	Sole	2021-08-10
2021-03-31	$2,030,291	13,337	-2.9%	Shares	Sole	2021-05-28
2020-12-31	$1,745,433	13,736	-0.9%	Shares	Sole	2021-02-02
2020-09-30	$1,333,724	13,854	+2.8%	Shares	Sole	2020-10-20
2020-06-30	$1,267,458	13,475	+19.7%	Shares	Sole	2020-07-30
2020-03-31	$1,013,917	11,262	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.