Signature Wealth Management Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1824694 MONTVALE, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,439,249

+$458,088 QoQ

Shares Held

13,562

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.98%

of 13F equity value

Holder Rank

#2,213

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Signature Wealth Management Partners, LLC holds $7,887,157 across 3 Banks - Diversified names. JPM ranks #1 (56.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,562	$4,439,249
2	BNY	Bank of New York Mellon Corp	21,369	$3,090,171
3	C	Citigroup Inc	2,556	$357,737

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,439,249	13,562	+0.2%	Shares	Sole	2026-07-29
2026-03-31	$3,981,161	13,534	-0.1%	Shares	Sole	2026-04-21
2025-12-31	$4,364,147	13,544	+0.1%	Shares	Sole	2026-02-02
2025-09-30	$4,266,821	13,527	+1.0%	Shares	Sole	2025-10-23
2025-06-30	$3,883,924	13,397	+6.5%	Shares	Sole	2025-07-22
2025-03-31	$3,085,874	12,580	-2.1%	Shares	Sole	2025-05-08
2024-12-31	$3,080,273	12,850	+0.6%	Shares	Sole	2025-01-23
2024-09-30	$2,692,682	12,770	-7.1%	Shares	Sole	2024-10-25
2024-06-30	$2,781,681	13,753	-0.4%	Shares	Sole	2024-07-15
2024-03-31	$2,766,944	13,814	-31.8%	Shares	Sole	2024-04-26
2023-12-31	$3,445,545	20,256	-0.0%	Shares	Sole	2024-01-19
2023-09-30	$2,937,960	20,259	+2.7%	Shares	Sole	2023-10-24
2023-06-30	$2,868,513	19,723	+2.4%	Shares	Sole	2023-07-24
2023-03-31	$2,509,640	19,259	-10.0%	Shares	Sole	2023-05-03
2022-12-31	$2,869,069	21,395	+0.1%	Shares	Sole	2023-02-06
2022-09-30	$2,232,642	21,365	+0.1%	Shares	Sole	2022-11-01
2022-06-30	$2,404,561	21,353	+3.4%	Shares	Sole	2022-07-22
2022-03-31	$2,814,462	20,646	+5.8%	Shares	Sole	2022-05-10
2021-12-31	$3,089,091	19,508	+0.0%	Shares	Sole	2022-01-19
2021-09-30	$3,192,937	19,506	+1.1%	Shares	Sole	2021-10-20
2021-06-30	$3,002,388	19,303	-11.3%	Shares	Sole	2021-07-29
2021-03-31	$3,312,829	21,762	+39.5%	Shares	Sole	2021-05-14
2020-12-31	$1,981,910	15,597	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.