Palumbo Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1846310 GREAT NECK, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$10,043,139

+$1,004,779 QoQ

Shares Held

30,682

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.55%

of 13F equity value

Holder Rank

#1,443

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 1% None 99%

Financial Services · as of Jun 30, 2026

Palumbo Wealth Management LLC holds $13,550,595 across 3 Banks - Diversified names. JPM ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	30,682	$10,043,139
2	BAC	Bank Of America Corp /De/	48,287	$2,751,393
3	C	Citigroup Inc	5,402	$756,063

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,043,139	30,682	-0.1%	Shares	Defined	2026-08-12
2026-03-31	$9,038,360	30,726	+141.7%	Shares	Defined	2026-05-12
2025-12-31	$4,096,060	12,712	+2.5%	Shares	Defined	2026-01-21
2025-09-30	$3,911,962	12,402	+3.4%	Shares	Defined	2025-11-10
2025-06-30	$3,478,340	11,998	+3.3%	Shares	Sole	2025-07-15
2025-03-31	$2,849,650	11,617	+1.8%	Shares	Sole	2025-04-22
2024-12-31	$2,735,570	11,412	+2.0%	Shares	Sole	2025-01-30
2024-09-30	$2,358,890	11,187	+12.2%	Shares	Sole	2024-10-28
2024-06-30	$2,017,543	9,975	-1.8%	Shares	Sole	2024-08-02
2024-03-31	$2,035,448	10,162	-0.8%	Shares	Sole	2024-04-15
2023-12-31	$1,742,334	10,243	+0.4%	Shares	Sole	2024-01-22
2023-09-30	$1,478,913	10,198	-22.3%	Shares	Sole	2023-10-16
2023-06-30	$1,908,900	13,125	+0.2%	Shares	Sole	2023-07-26
2023-03-31	$1,707,712	13,105	+3.8%	Shares	Sole	2023-05-04
2022-12-31	$1,693,414	12,628	+1.4%	Shares	Sole	2023-02-13
2022-09-30	$1,301,129	12,451	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$1,375,080	12,211	+3.8%	Shares	Sole	2022-08-12
2022-03-31	$1,604,350	11,769	+2.6%	Shares	Sole	2022-05-10
2021-12-31	$1,815,799	11,467	+3.9%	Shares	Sole	2022-02-16
2021-09-30	$1,806,646	11,037	-22.0%	Shares	Sole	2021-11-12
2021-06-30	$2,201,668	14,155	+1.3%	Shares	Sole	2021-08-16
2021-03-31	$2,126,348	13,968	+50.8%	Shares	Sole	2021-05-17
2020-12-31	$1,177,049	9,263	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.