WOODWARD DIVERSIFIED CAPITAL, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1846177 BAKERSFIELD, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,291,630

+$221,188 QoQ

Shares Held

10,056

-3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.68%

of 13F equity value

Holder Rank

#2,482

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WOODWARD DIVERSIFIED CAPITAL, LLC holds $13,702,717 across 5 Banks - Diversified names. JPM ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	75,643	$6,251,137
2	JPM	Jpmorgan Chase & Co This page	10,056	$3,291,630
3	BAC	Bank Of America Corp /De/	39,668	$2,260,282
4	BNY	Bank of New York Mellon Corp	8,125	$1,174,956
5	C	Citigroup Inc	5,178	$724,712

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,291,630	10,056	-3.7%	Shares	Sole	2026-07-28
2026-03-31	$3,070,442	10,438	-11.4%	Shares	Sole	2026-04-24
2025-12-31	$3,794,140	11,775	+0.6%	Shares	Sole	2026-01-14
2025-09-30	$3,691,792	11,704	-0.4%	Shares	Sole	2025-10-21
2025-06-30	$3,407,022	11,752	+46.3%	Shares	Sole	2025-07-18
2025-03-31	$1,970,249	8,032	+3.4%	Shares	Sole	2025-05-02
2024-12-31	$1,862,306	7,769	-32.6%	Shares	Sole	2025-01-28
2024-09-30	$2,432,270	11,535	-0.8%	Shares	Sole	2024-11-01
2024-06-30	$2,352,486	11,631	+10.2%	Shares	Sole	2024-07-31
2024-03-31	$2,114,366	10,556	+0.8%	Shares	Sole	2024-04-30
2023-12-31	$1,780,947	10,470	-3.7%	Shares	Sole	2024-02-14
2023-09-30	$1,576,077	10,868	+7.2%	Shares	Sole	2023-11-01
2023-06-30	$1,474,616	10,139	-1.8%	Shares	Sole	2023-08-07
2023-03-31	$1,345,581	10,326	+0.3%	Shares	Sole	2023-05-03
2022-12-31	$1,380,961	10,298	-13.5%	Shares	Sole	2023-02-07
2022-09-30	$1,244,072	11,905	-2.9%	Shares	Sole	2022-11-01
2022-06-30	$1,381,161	12,265	+3.6%	Shares	Sole	2022-07-26
2022-03-31	$1,613,210	11,834	+9.5%	Shares	Sole	2022-04-14
2021-12-31	$1,711,921	10,811	+15.5%	Shares	Sole	2022-01-28
2021-09-30	$1,531,647	9,357	+0.7%	Shares	Sole	2021-11-04
2021-06-30	$1,445,744	9,295	+7.7%	Shares	Sole	2021-07-19
2021-03-31	$1,314,201	8,633	-1.1%	Shares	Sole	2021-05-17
2020-12-31	$1,109,575	8,732	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.