MBL Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1845785 CHARLOTTE, NC

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,331,230

+$360,660 QoQ

Shares Held

13,232

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#2,235

of 5,058 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Financial Services · as of Jun 30, 2026

MBL Wealth, LLC holds $9,053,539 across 5 Banks - Diversified names. JPM ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,232	$4,331,230
2	BAC	Bank Of America Corp /De/	42,943	$2,446,892
3	C	Citigroup Inc	7,585	$1,061,596
4	WFC	Wells Fargo & Company/Mn	12,037	$994,737
5	BNY	Bank of New York Mellon Corp	1,515	$219,084

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,331,230	13,232	-2.0%	Shares	Sole	2026-07-15
2026-03-31	$3,970,570	13,498	-0.3%	Shares	Sole	2026-04-28
2025-12-31	$4,361,891	13,537	+27.3%	Shares	Sole	2026-01-21
2025-09-30	$3,355,543	10,638	+7.3%	Shares	Sole	2025-10-16
2025-06-30	$2,875,037	9,917	-2.1%	Shares	Sole	2025-07-22
2025-03-31	$2,485,869	10,134	+1.5%	Shares	Sole	2025-05-21
2024-12-31	$2,393,983	9,987	-6.0%	Shares	Sole	2025-04-21
2024-09-30	$2,239,543	10,621	+0.8%	Shares	Sole	2025-01-08
2024-06-30	$2,130,201	10,532	+1.3%	Shares	Sole	2024-07-19
2024-03-31	$2,082,718	10,398	-9.1%	Shares	Sole	2024-04-22
2023-12-31	$1,944,752	11,433	+4.3%	Shares	Sole	2024-01-18
2023-09-30	$1,589,418	10,960	-1.5%	Shares	Sole	2023-10-11
2023-06-30	$1,618,455	11,128	-1.9%	Shares	Sole	2023-07-17
2023-03-31	$1,477,845	11,341	+1.4%	Shares	Sole	2023-04-12
2022-12-31	$1,499,371	11,181	+3.9%	Shares	Sole	2023-01-12
2022-09-30	$1,124,524	10,761	+6.8%	Shares	Sole	2023-01-12
2022-06-30	$1,134,320	10,073	+6.8%	Shares	Sole	2023-01-12
2022-03-31	$1,286,178	9,435	+32.3%	Shares	Defined	2022-05-02
2021-03-31	$1,085,552	7,131	+11.0%	Shares	Defined	2021-05-27
2020-12-31	$816,043	6,422	—	Shares	Defined	2021-02-16
No filing history on record for this holder in this stock.