44 WEALTH MANAGEMENT LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1831187 EUGENE, OR

Position in JPM

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

Position Value

$5,080,816

+$224,529 QoQ

Shares Held

15,522

-6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

#2,077

of 5,058 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $12,459,070 across 4 Banks - Diversified names. JPM ranks #1 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,522	$5,080,816
2	C	Citigroup Inc	26,940	$3,770,522
3	WFC	Wells Fargo & Company/Mn	33,679	$2,783,232
4	BAC	Bank Of America Corp /De/	14,470	$824,500

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,080,816	15,522	-6.0%	Shares	Sole	2026-08-14
2026-03-31	$4,856,287	16,509	-6.2%	Shares	Sole	2026-05-15
2025-12-31	$5,668,494	17,592	-0.9%	Shares	Sole	2026-02-09
2025-09-30	$5,599,513	17,752	+60.4%	Shares	Sole	2025-11-14
2025-06-30	$3,209,013	11,069	+0.1%	Shares	Sole	2025-08-15
2025-03-31	$2,713,018	11,060	-0.2%	Shares	Sole	2025-04-29
2024-12-31	$2,656,945	11,084	-4.9%	Shares	Sole	2025-02-03
2024-09-30	$2,456,940	11,652	+9.1%	Shares	Sole	2024-10-25
2023-06-30	$1,553,153	10,679	-8.6%	Shares	Sole	2023-07-18
2023-03-31	$1,522,542	11,684	-8.8%	Shares	Sole	2023-04-20
2022-12-31	$1,718,357	12,814	+9.9%	Shares	Sole	2023-01-20
2022-09-30	$1,218,365	11,659	-0.0%	Shares	Sole	2022-10-12
2022-06-30	$1,313,370	11,663	+17.6%	Shares	Sole	2022-07-22
2022-03-31	$1,351,885	9,917	-32.3%	Shares	Sole	2022-04-18
2021-12-31	$2,319,510	14,648	-8.3%	Shares	Sole	2022-01-13
2021-09-30	$2,614,620	15,973	-0.2%	Shares	Sole	2021-10-20
2021-06-30	$2,490,350	16,011	-4.6%	Shares	Sole	2021-07-19
2021-03-31	$2,553,962	16,777	-4.4%	Shares	Sole	2021-05-18
2020-12-31	$2,230,840	17,556	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.