Tradition Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1843010 EDINA, MN

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,136,135

+$170,715 QoQ

Shares Held

15,691

-7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#2,063

of 5,056 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $9,810,931 across 5 Banks - Diversified names. JPM ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,691	$5,136,135
2	WFC	Wells Fargo & Company/Mn	32,999	$2,727,037
3	BMO	Bank Of Montreal /Can/	5,031	$888,977
4	BAC	Bank Of America Corp /De/	12,323	$702,164
5	C	Citigroup Inc	2,548	$356,618

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,136,135	15,691	-7.0%	Shares	Sole	2026-08-11
2026-03-31	$4,965,420	16,880	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$5,423,284	16,831	+1.8%	Shares	Sole	2026-02-11
2025-09-30	$5,214,057	16,530	+5.8%	Shares	Sole	2025-11-13
2025-06-30	$4,528,104	15,619	+15.7%	Shares	Sole	2025-08-12
2025-03-31	$3,311,304	13,499	+3.6%	Shares	Sole	2025-05-14
2024-12-31	$3,122,702	13,027	+2.6%	Shares	Sole	2025-02-13
2024-09-30	$2,678,554	12,703	+4.5%	Shares	Sole	2024-11-14
2024-06-30	$2,458,065	12,153	+6.5%	Shares	Sole	2024-08-12
2024-03-31	$2,284,822	11,407	+7.1%	Shares	Sole	2024-05-13
2023-12-31	$1,811,905	10,652	-3.4%	Shares	Sole	2024-02-12
2023-09-30	$1,599,570	11,030	+3.3%	Shares	Sole	2023-11-13
2023-06-30	$1,552,862	10,677	-1.0%	Shares	Sole	2023-08-14
2023-03-31	$1,405,653	10,787	+13.2%	Shares	Sole	2023-05-12
2022-12-31	$1,277,838	9,529	-1.0%	Shares	Sole	2023-02-03
2022-09-30	$1,005,603	9,623	+14.3%	Shares	Sole	2022-11-14
2022-06-30	$948,176	8,420	-1.0%	Shares	Sole	2022-08-02
2022-03-31	$1,159,265	8,504	+3.4%	Shares	Sole	2022-05-11
2021-12-31	$1,302,270	8,224	+12.2%	Shares	Sole	2022-02-14
2021-09-30	$1,200,011	7,331	+3.9%	Shares	Sole	2021-11-12
2021-06-30	$1,097,801	7,058	-1.6%	Shares	Sole	2021-08-09
2021-03-31	$1,092,402	7,176	+3.2%	Shares	Sole	2021-05-14
2020-12-31	$883,390	6,952	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.