JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1903880
MONTGOMERY, AL
Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,493,933
+$670,286 QoQ
Shares Held
4,564
+63.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#3,255
of 5,058 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $6,937,329 across 14 Banks - Diversified names. JPM ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,564 | $1,493,933 | |
| 2 | C |
Citigroup Inc
|
6,597 | $923,315 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,048 | $830,366 | |
| 4 | BAC |
Bank Of America Corp /De/
|
10,081 | $574,415 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
24,809 | $493,450 | |
| 6 | SAN |
Banco Santander, S.A.
|
29,755 | $410,618 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,622 | $379,166 | |
| 8 | UBS |
UBS Group AG
|
6,054 | $300,036 |
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,493,933 | 4,564 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $823,647 | 2,800 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $959,248 | 2,977 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,052,904 | 3,338 | Shares | Other | 2025-10-29 | |
| 2025-06-30 | $710,858 | 2,452 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $780,789 | 3,183 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $621,807 | 2,594 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $396,837 | 1,882 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $380,652 | 1,882 | Shares | Other | 2024-11-07 | |
| 2024-03-31 | $376,964 | 1,882 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $320,468 | 1,884 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $252,188 | 1,739 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $234,449 | 1,612 | Shares | Other | 2023-08-03 | |
| 2022-12-31 | $217,107 | 1,619 | Shares | Other | 2023-02-14 | |
| 2022-06-30 | $225,783 | 2,005 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||