WFA of San Diego, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1821407 SAN DIEGO, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$321,765

+$32,606 QoQ

Shares Held

983

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#4,626

of 5,058 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WFA of San Diego, LLC holds $1,903,439 across 4 Banks - Diversified names. JPM ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	8,090	$1,169,894
2	JPM	Jpmorgan Chase & Co This page	983	$321,765
3	C	Citigroup Inc	1,630	$228,134
4	BAC	Bank Of America Corp /De/	3,223	$183,646

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,765	983	0.0%	Shares	Sole	2026-08-14
2026-03-31	$289,159	983	0.0%	Shares	Sole	2026-05-11
2025-12-31	$316,742	983	-1.7%	Shares	Sole	2026-02-17
2025-09-30	$315,430	1,000	-4.8%	Shares	Sole	2026-02-17
2025-06-30	$304,405	1,050	+14.5%	Shares	Sole	2025-08-15
2024-09-30	$193,358	917	0.0%	Shares	Sole	2024-11-13
2024-06-30	$185,472	917	-27.5%	Shares	Sole	2024-08-14
2023-09-30	$183,305	1,264	+70.6%	Shares	Sole	2023-11-02
2023-06-30	$107,771	741	-25.6%	Shares	Sole	2023-08-10
2022-12-31	$133,563	996	+45.0%	Shares	Sole	2023-01-31
2022-06-30	$77,363	687	-36.4%	Shares	Sole	2022-07-28
2021-12-31	$171,176	1,081	+35.6%	Shares	Sole	2022-02-07
2021-09-30	$130,460	797	-86.7%	Shares	Sole	2021-10-25
2020-06-30	$562,572	5,981	—	Shares	Sole	2020-08-18
No filing history on record for this holder in this stock.