JEPPSON WEALTH MANAGEMENT, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1831263
MANHATTAN BEACH, CA
Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,100,462
+$406,695 QoQ
Shares Held
12,527
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#2,277
of 5,056 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $11,441,450 across 7 Banks - Diversified names. JPM ranks #1 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
12,527 | $4,100,462 | |
| 2 | BAC |
Bank Of America Corp /De/
|
47,015 | $2,678,914 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,341 | $1,680,980 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,155 | $1,179,294 | |
| 5 | C |
Citigroup Inc
|
5,976 | $836,400 | |
| 6 | ING |
Ing Groep NV
|
21,675 | $680,161 | |
| 7 | TD |
Toronto Dominion Bank
|
2,349 | $285,239 |
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,100,462 | 12,527 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,693,767 | 12,557 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,052,238 | 12,576 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,975,995 | 12,605 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,669,100 | 12,656 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,279,906 | 13,371 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,420,421 | 14,269 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,012,767 | 14,288 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,897,981 | 14,328 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,871,701 | 14,337 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,491,454 | 14,647 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,124,688 | 14,651 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,232,649 | 15,351 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,038,960 | 15,647 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,132,592 | 15,903 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,733,341 | 16,587 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,947,364 | 17,293 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,101,918 | 15,419 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,180,162 | 13,768 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,239,770 | 13,683 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $2,095,590 | 13,473 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,070,023 | 13,598 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,945,822 | 15,313 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $1,349,031 | 14,013 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||