Wayfinding Financial, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1898131 LYNNWOOD, WA

Position in JPM

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

Position Value

$1,405,882

+$161,880 QoQ

Shares Held

4,295

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#3,295

of 5,058 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wayfinding Financial, LLC holds $4,100,435 across 5 Banks - Diversified names. JPM ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	4,295	$1,405,882
2	BAC	Bank Of America Corp /De/	23,819	$1,357,206
3	C	Citigroup Inc	3,958	$553,961
4	WFC	Wells Fargo & Company/Mn	6,090	$503,277
5	BNY	Bank of New York Mellon Corp	1,937	$280,109

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,405,882	4,295	+1.6%	Shares	Sole	2026-08-13
2026-03-31	$1,244,002	4,229	-0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,363,312	4,231	-5.9%	Shares	Sole	2026-02-12
2025-09-30	$1,417,857	4,495	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$1,304,015	4,498	-6.7%	Shares	Sole	2025-08-12
2025-03-31	$1,182,836	4,822	-3.2%	Shares	Sole	2025-04-29
2024-12-31	$1,193,755	4,980	+1.2%	Shares	Sole	2025-02-11
2024-06-30	$995,523	4,922	+1.6%	Shares	Sole	2024-08-09
2024-03-31	$970,653	4,846	-11.6%	Shares	Sole	2024-05-09
2023-12-31	$932,658	5,483	+5.0%	Shares	Sole	2024-01-10
2023-09-30	$757,584	5,224	+0.4%	Shares	Sole	2023-11-02
2023-06-30	$756,869	5,204	+7.3%	Shares	Sole	2023-07-31
2023-03-31	$632,133	4,851	+37.6%	Shares	Sole	2023-05-05
2022-12-31	$472,836	3,526	-19.8%	Shares	Sole	2023-02-10
2022-09-30	$459,486	4,397	+10.0%	Shares	Sole	2022-11-09
2022-06-30	$449,989	3,996	+3.8%	Shares	Sole	2022-08-09
2022-03-31	$524,968	3,851	+9.2%	Shares	Sole	2022-05-09
2021-12-31	$558,342	3,526	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.