Wealth Management Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1843294 TUCSON, AZ

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,055,946

+$588,094 QoQ

Shares Held

12,391

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.68%

of 13F equity value

Holder Rank

#2,283

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealth Management Partners, LLC holds $4,886,657 across 3 Banks - Diversified names. JPM ranks #1 (83.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	12,391	$4,055,946
2	C	Citigroup Inc	4,089	$572,296
3	WFC	Wells Fargo & Company/Mn	3,127	$258,415

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,055,946	12,391	+5.1%	Shares	Sole	2026-07-22
2026-03-31	$3,467,852	11,789	-1.1%	Shares	Sole	2026-04-17
2025-12-31	$3,841,184	11,921	-1.1%	Shares	Sole	2026-01-12
2025-09-30	$3,803,139	12,057	-0.9%	Shares	Sole	2025-10-21
2025-06-30	$3,526,175	12,163	+2.1%	Shares	Sole	2025-07-11
2025-03-31	$2,921,523	11,910	+0.8%	Shares	Sole	2025-04-10
2024-12-31	$2,832,892	11,818	+5.0%	Shares	Sole	2025-01-16
2024-09-30	$2,372,807	11,253	+1.4%	Shares	Sole	2024-10-21
2024-06-30	$2,245,490	11,102	-0.9%	Shares	Sole	2024-07-12
2024-03-31	$2,242,959	11,198	-2.5%	Shares	Sole	2024-04-12
2023-12-31	$1,952,748	11,480	-2.7%	Shares	Sole	2024-01-10
2023-09-30	$1,711,381	11,801	+9.2%	Shares	Sole	2023-10-25
2023-06-30	$1,572,060	10,809	+3.5%	Shares	Sole	2023-07-24
2023-03-31	$1,360,957	10,444	+4.4%	Shares	Sole	2023-04-14
2022-12-31	$1,341,000	10,000	0.0%	Shares	Sole	2023-01-20
2022-09-30	$1,045,000	10,000	+11.1%	Shares	Sole	2022-10-21
2022-06-30	$1,013,490	9,000	0.0%	Shares	Sole	2022-07-15
2022-03-31	$1,226,880	9,000	+28.6%	Shares	Sole	2022-04-13
2021-12-31	$1,108,450	7,000	-1.2%	Shares	Sole	2022-01-19
2021-09-30	$1,160,071	7,087	-0.4%	Shares	Sole	2021-10-29
2021-06-30	$1,106,822	7,116	+1.8%	Shares	Sole	2021-07-14
2021-03-31	$1,063,631	6,987	-6.7%	Shares	Sole	2021-04-15
2020-12-31	$951,754	7,490	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.