Tower Wealth Partners, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1852808 LEWISBURG, PA

Position in JPM

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

Position Value

$595,085

+$72,069 QoQ

Shares Held

1,818

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#4,138

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

Tower Wealth Partners, Inc. holds $1,282,717 across 3 Banks - Diversified names. JPM ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,818	$595,085
2	HSBC	Hsbc Holdings PLC	3,775	$358,964
3	RY	Royal Bank Of Canada	1,588	$328,668

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$595,085	1,818	+2.2%	Shares	Sole	2026-08-12
2026-03-31	$523,016	1,778	0.0%	Shares	Sole	2026-05-08
2025-12-31	$572,907	1,778	+0.3%	Shares	Sole	2026-01-16
2025-09-30	$559,257	1,773	-11.7%	Shares	Sole	2025-11-07
2025-06-30	$582,429	2,009	-1.2%	Shares	Sole	2025-07-28
2025-03-31	$498,940	2,034	-2.2%	Shares	Sole	2025-04-11
2024-12-31	$498,596	2,080	-2.4%	Shares	Sole	2025-02-07
2024-09-30	$449,342	2,131	-0.5%	Shares	Sole	2024-10-29
2024-06-30	$433,240	2,142	+21.2%	Shares	Sole	2024-08-09
2024-03-31	$353,930	1,767	-28.4%	Shares	Sole	2024-04-18
2023-12-31	$419,636	2,467	-1.4%	Shares	Sole	2024-01-22
2023-09-30	$362,840	2,502	-9.7%	Shares	Sole	2023-10-25
2023-06-30	$403,159	2,772	+0.5%	Shares	Sole	2023-07-31
2023-03-31	$359,264	2,757	+2.3%	Shares	Sole	2023-05-04
2022-12-31	$361,265	2,694	0.0%	Shares	Sole	2023-01-31
2022-09-30	$281,523	2,694	+4.4%	Shares	Sole	2022-11-14
2022-06-30	$290,533	2,580	+48.9%	Shares	Sole	2022-08-15
2022-03-31	$236,242	1,733	-19.3%	Shares	Sole	2022-04-15
2021-12-31	$339,977	2,147	+21.0%	Shares	Sole	2022-02-11
2021-09-30	$290,386	1,774	+3.2%	Shares	Sole	2021-11-15
2021-06-30	$267,373	1,719	0.0%	Shares	Sole	2021-08-12
2021-03-31	$261,683	1,719	-6.8%	Shares	Sole	2021-05-17
2020-12-31	$234,317	1,844	—	Shares	Sole	2021-04-09
No filing history on record for this holder in this stock.