Onyx Bridge Wealth Group LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1819476 TARRYTOWN, NY

Position in JPM

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

Position Value

$4,802,257

+$501,639 QoQ

Shares Held

14,671

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.66%

of 13F equity value

Holder Rank

#2,143

of 5,056 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Onyx Bridge Wealth Group LLC holds $6,012,170 across 3 Banks - Diversified names. JPM ranks #1 (79.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,671	$4,802,257
2	BAC	Bank Of America Corp /De/	12,158	$692,762
3	C	Citigroup Inc	3,695	$517,151

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,802,257	14,671	+0.3%	Shares	Sole	2026-07-23
2026-03-31	$4,300,618	14,620	-1.4%	Shares	Sole	2026-04-22
2025-12-31	$4,775,943	14,822	+1.8%	Shares	Sole	2026-02-18
2025-09-30	$4,594,552	14,566	+4.8%	Shares	Sole	2025-11-06
2025-06-30	$4,031,198	13,905	-0.8%	Shares	Sole	2025-07-30
2025-03-31	$3,438,615	14,018	+2.1%	Shares	Sole	2025-04-29
2024-12-31	$3,290,978	13,729	-0.2%	Shares	Sole	2025-01-27
2024-09-30	$2,902,066	13,763	+1.8%	Shares	Sole	2024-10-17
2024-06-30	$2,735,768	13,526	-3.0%	Shares	Sole	2024-07-22
2024-03-31	$2,793,183	13,945	+29.8%	Shares	Sole	2024-04-29
2023-12-31	$1,826,874	10,740	-1.8%	Shares	Sole	2024-01-31
2023-09-30	$1,586,228	10,938	+7.1%	Shares	Sole	2023-10-16
2023-06-30	$1,484,942	10,210	+4.8%	Shares	Sole	2023-07-25
2023-03-31	$1,268,958	9,738	+1.8%	Shares	Sole	2023-04-10
2022-12-31	$1,282,264	9,562	+3.4%	Shares	Sole	2023-01-11
2022-09-30	$966,834	9,252	-3.2%	Shares	Sole	2022-10-13
2022-06-30	$1,075,988	9,555	-24.7%	Shares	Sole	2022-07-25
2022-03-31	$1,730,309	12,693	+26.0%	Shares	Sole	2022-05-09
2021-12-31	$1,595,692	10,077	+5.6%	Shares	Sole	2022-01-18
2021-09-30	$1,562,257	9,544	+35.4%	Shares	Sole	2021-10-20
2021-06-30	$1,096,245	7,048	+33.7%	Shares	Sole	2021-07-20
2021-03-31	$802,556	5,272	+9.5%	Shares	Sole	2021-05-12
2020-12-31	$611,969	4,816	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.