Thrive Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1847610 AUDUBON, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,444,173

+$247,975 QoQ

Shares Held

7,467

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#2,792

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $5,294,107 across 5 Banks - Diversified names. JPM ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,467	$2,444,173
2	C	Citigroup Inc	7,474	$1,046,061
3	WFC	Wells Fargo & Company/Mn	9,884	$816,813
4	BAC	Bank Of America Corp /De/	11,737	$668,774
5	BNY	Bank of New York Mellon Corp	2,201	$318,286

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,444,173	7,467	+0.0%	Shares	Sole	2026-07-07
2026-03-31	$2,196,198	7,466	+3.0%	Shares	Sole	2026-04-09
2025-12-31	$2,336,417	7,251	+3.4%	Shares	Sole	2026-01-12
2025-09-30	$2,211,479	7,011	-2.7%	Shares	Sole	2025-10-07
2025-06-30	$2,088,221	7,203	-0.4%	Shares	Sole	2025-07-09
2025-03-31	$1,773,273	7,229	-4.7%	Shares	Sole	2025-04-10
2024-12-31	$1,817,960	7,584	-0.7%	Shares	Sole	2025-01-16
2024-09-30	$1,611,181	7,641	-2.3%	Shares	Sole	2024-10-04
2024-06-30	$1,581,470	7,819	-0.4%	Shares	Sole	2024-07-12
2024-03-31	$1,573,156	7,854	+7.6%	Shares	Sole	2024-04-16
2023-12-31	$1,241,559	7,299	-1.9%	Shares	Sole	2024-01-10
2023-09-30	$1,079,238	7,442	+5.5%	Shares	Sole	2023-10-13
2023-06-30	$1,026,224	7,056	+5.3%	Shares	Sole	2023-07-12
2023-03-31	$873,077	6,700	+20.1%	Shares	Sole	2023-04-07
2022-12-31	$748,143	5,579	-4.2%	Shares	Sole	2023-01-25
2022-09-30	$608,294	5,821	+10.0%	Shares	Sole	2022-10-24
2022-06-30	$596,044	5,293	+19.5%	Shares	Sole	2022-07-11
2022-03-31	$603,897	4,430	+6.8%	Shares	Sole	2022-05-02
2021-12-31	$656,677	4,147	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.