Falcon Wealth Planning

Position in JPM — Jpmorgan Chase & Co

CIK 1839850 Ontario, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,929,923

+$371,470 QoQ

Shares Held

12,006

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#2,312

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

Falcon Wealth Planning holds $11,217,060 across 5 Banks - Diversified names. JPM ranks #2 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	28,805	$4,165,491
2	JPM	Jpmorgan Chase & Co This page	12,006	$3,929,923
3	BAC	Bank Of America Corp /De/	44,208	$2,518,971
4	C	Citigroup Inc	2,788	$390,208
5	WFC	Wells Fargo & Company/Mn	2,571	$212,467

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,929,923	12,006	-0.8%	Shares	Sole	2026-07-13
2026-03-31	$3,558,453	12,097	+2.1%	Shares	Sole	2026-04-21
2025-12-31	$3,817,340	11,847	-13.4%	Shares	Sole	2026-02-03
2025-09-30	$4,317,290	13,687	+2.5%	Shares	Sole	2025-10-10
2025-06-30	$3,872,617	13,358	+0.6%	Shares	Sole	2025-07-16
2025-03-31	$3,258,319	13,283	+3.1%	Shares	Sole	2025-04-24
2024-12-31	$3,089,142	12,887	+0.2%	Shares	Sole	2025-01-22
2024-09-30	$2,711,870	12,861	+0.3%	Shares	Sole	2024-10-30
2024-06-30	$2,594,186	12,826	+2.9%	Shares	Sole	2024-07-16
2024-03-31	$2,497,741	12,470	-3.4%	Shares	Sole	2024-04-15
2023-12-31	$2,196,501	12,913	+6.1%	Shares	Sole	2024-01-10
2023-09-30	$1,765,328	12,173	-3.0%	Shares	Sole	2023-10-05
2023-06-30	$1,824,690	12,546	+3.6%	Shares	Sole	2023-07-13
2023-03-31	$1,577,663	12,107	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,623,548	12,107	-0.6%	Shares	Sole	2023-01-20
2022-09-30	$1,272,496	12,177	-2.8%	Shares	Sole	2022-11-10
2022-06-30	$1,410,327	12,524	+0.1%	Shares	Sole	2022-07-20
2022-03-31	$1,705,226	12,509	-2.7%	Shares	Sole	2022-05-05
2021-12-31	$2,036,539	12,861	-26.1%	Shares	Sole	2022-01-24
2021-09-30	$2,850,333	17,413	+6.0%	Shares	Sole	2021-10-19
2021-06-30	$2,556,144	16,434	+0.1%	Shares	Sole	2021-08-10
2021-03-31	$2,499,921	16,422	+0.5%	Shares	Sole	2021-04-20
2020-12-31	$2,076,832	16,344	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.