Twelve Points Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1877090 CONCORD, MA

Position in JPM

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

Position Value

$4,955,448

+$417,148 QoQ

Shares Held

15,139

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.04%

of 13F equity value

Holder Rank

#2,101

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

Twelve Points Wealth Management LLC holds $6,053,599 across 3 Banks - Diversified names. JPM ranks #1 (81.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,139	$4,955,448
2	C	Citigroup Inc	6,085	$851,656
3	BAC	Bank Of America Corp /De/	4,326	$246,495

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,955,448	15,139	-1.9%	Shares	Sole	2026-08-07
2026-03-31	$4,538,300	15,428	+4.1%	Shares	Sole	2026-04-14
2025-12-31	$4,775,300	14,820	-1.6%	Shares	Sole	2026-01-23
2025-09-30	$4,751,952	15,065	-0.1%	Shares	Sole	2025-10-22
2025-06-30	$4,371,842	15,080	+0.3%	Shares	Sole	2025-07-16
2025-03-31	$3,688,085	15,035	-4.5%	Shares	Sole	2025-04-30
2024-12-31	$3,772,076	15,736	-2.3%	Shares	Sole	2025-01-23
2024-09-30	$3,395,056	16,101	-0.1%	Shares	Sole	2024-10-16
2024-06-30	$3,258,408	16,110	+0.5%	Shares	Sole	2024-07-12
2024-03-31	$3,211,810	16,035	-1.3%	Shares	Sole	2024-04-15
2023-12-31	$2,763,614	16,247	-7.7%	Shares	Sole	2024-01-12
2023-09-30	$2,553,947	17,611	+1.1%	Shares	Sole	2023-10-18
2023-06-30	$2,532,837	17,415	-3.9%	Shares	Sole	2023-07-13
2023-03-31	$2,360,435	18,114	+2.0%	Shares	Sole	2023-04-18
2022-12-31	$2,381,079	17,756	+2.4%	Shares	Sole	2023-01-17
2022-09-30	$1,811,925	17,339	-0.3%	Shares	Sole	2022-10-20
2022-06-30	$1,958,513	17,392	-0.2%	Shares	Sole	2022-07-18
2022-03-31	$2,376,602	17,434	-2.5%	Shares	Sole	2022-05-11
2021-12-31	$2,832,248	17,886	—	Shares	Sole	2022-03-18
No filing history on record for this holder in this stock.