Wilson & Boucher Capital Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1903579 MORAGA, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$608,506

+$63,722 QoQ

Shares Held

1,859

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#4,116

of 5,056 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wilson & Boucher Capital Management, LLC holds $2,308,768 across 4 Banks - Diversified names. JPM ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	10,695	$883,834
2	JPM	Jpmorgan Chase & Co This page	1,859	$608,506
3	BNY	Bank of New York Mellon Corp	3,982	$575,837
4	C	Citigroup Inc	1,719	$240,591

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$608,506	1,859	+0.4%	Shares	Sole	2026-08-19
2026-03-31	$544,784	1,852	+0.1%	Shares	Sole	2026-05-18
2025-12-31	$596,429	1,851	0.0%	Shares	Sole	2026-02-05
2025-09-30	$583,860	1,851	-9.8%	Shares	Sole	2025-10-22
2025-06-30	$594,605	2,051	-4.0%	Shares	Sole	2025-07-07
2025-03-31	$523,960	2,136	-8.8%	Shares	Sole	2025-05-15
2024-12-31	$561,161	2,341	0.0%	Shares	Sole	2025-02-19
2024-09-30	$493,623	2,341	0.0%	Shares	Sole	2024-11-18
2024-06-30	$473,490	2,341	0.0%	Shares	Sole	2024-08-15
2024-03-31	$468,902	2,341	+0.0%	Shares	Sole	2024-05-01
2023-12-31	$398,034	2,340	0.0%	Shares	Sole	2024-02-12
2023-09-30	$339,346	2,340	0.0%	Shares	Sole	2023-11-16
2023-06-30	$340,329	2,340	0.0%	Shares	Sole	2023-08-10
2023-03-31	$304,925	2,340	+15.3%	Shares	Sole	2023-05-11
2022-12-31	$272,088	2,029	0.0%	Shares	Sole	2023-01-19
2022-09-30	$212,030	2,029	-34.0%	Shares	Sole	2022-10-24
2022-06-30	$346,388	3,076	-1.1%	Shares	Sole	2022-07-15
2022-03-31	$424,091	3,111	0.0%	Shares	Sole	2022-04-12
2021-12-31	$492,626	3,111	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.