Whalen Wealth Management Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1894447 LAS VEGAS, NV

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,505,049

+$1,137,356 QoQ

Shares Held

10,708

+33.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.24%

of 13F equity value

Holder Rank

#2,414

of 5,056 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $7,626,476 across 5 Banks - Diversified names. JPM ranks #1 (46.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,708	$3,505,049
2	BAC	Bank Of America Corp /De/	28,935	$1,648,716
3	WFC	Wells Fargo & Company/Mn	14,396	$1,189,685
4	C	Citigroup Inc	6,956	$973,561
5	BNY	Bank of New York Mellon Corp	2,140	$309,465

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,505,049	10,708	+33.0%	Shares	Sole	2026-08-13
2026-03-31	$2,367,693	8,049	+126.2%	Shares	Sole	2026-04-13
2025-12-31	$1,146,780	3,559	-31.4%	Shares	Sole	2026-01-20
2024-12-31	$1,244,094	5,190	+34.3%	Shares	Sole	2025-01-17
2024-09-30	$814,973	3,865	-3.9%	Shares	Sole	2024-11-07
2024-06-30	$813,287	4,021	-0.3%	Shares	Sole	2024-08-01
2024-03-31	$808,210	4,035	+4.5%	Shares	Sole	2024-04-25
2023-12-31	$656,926	3,862	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.