Prentice Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1864229 Rochester, NY

Position in JPM

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

Position Value

$3,043,514

+$341,361 QoQ

Shares Held

9,298

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.63%

of 13F equity value

Holder Rank

#2,561

of 5,058 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prentice Wealth Management LLC holds $5,214,953 across 4 Banks - Diversified names. JPM ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	9,298	$3,043,514
2	BAC	Bank Of America Corp /De/	18,198	$1,036,922
3	WFC	Wells Fargo & Company/Mn	9,259	$765,163
4	C	Citigroup Inc	2,639	$369,354

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,043,514	9,298	+1.2%	Shares	Sole	2026-07-15
2026-03-31	$2,702,153	9,186	-0.9%	Shares	Sole	2026-04-17
2025-12-31	$2,986,334	9,268	+3.0%	Shares	Sole	2026-01-30
2025-09-30	$2,837,608	8,996	-3.4%	Shares	Sole	2025-10-09
2025-06-30	$2,700,221	9,314	-3.6%	Shares	Sole	2025-07-31
2025-03-31	$2,370,579	9,664	-3.6%	Shares	Sole	2025-04-17
2024-12-31	$2,404,051	10,029	-0.7%	Shares	Sole	2025-02-03
2024-09-30	$2,128,842	10,096	-4.1%	Shares	Sole	2024-10-07
2024-06-30	$2,129,191	10,527	-1.1%	Shares	Sole	2024-07-11
2024-03-31	$2,132,994	10,649	+3.7%	Shares	Sole	2024-04-15
2023-12-31	$1,747,267	10,272	+3.8%	Shares	Sole	2024-01-11
2023-09-30	$1,434,972	9,895	-3.0%	Shares	Sole	2023-10-16
2023-06-30	$1,484,360	10,206	+1.8%	Shares	Sole	2023-07-06
2023-03-31	$1,306,227	10,024	-0.9%	Shares	Sole	2023-04-14
2022-12-31	$1,356,823	10,118	+1.0%	Shares	Sole	2023-01-18
2022-09-30	$1,046,776	10,017	+3.0%	Shares	Sole	2022-10-19
2022-06-30	$1,095,019	9,724	+8.3%	Shares	Sole	2022-07-28
2022-03-31	$1,223,608	8,976	+4.1%	Shares	Sole	2022-10-31
2021-12-31	$1,365,135	8,621	-0.8%	Shares	Sole	2022-10-31
2021-09-30	$1,422,629	8,691	+0.9%	Shares	Sole	2021-11-10
2021-06-30	$1,339,666	8,613	+5.8%	Shares	Sole	2021-08-11
2021-03-31	$1,238,999	8,139	—	Shares	Sole	2021-06-17
No filing history on record for this holder in this stock.