WEALTH EFFECTS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1907254 BOSTON, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$9,878,164

+$1,141,612 QoQ

Shares Held

30,178

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.21%

of 13F equity value

Holder Rank

#1,464

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH EFFECTS LLC holds $13,299,811 across 5 Banks - Diversified names. JPM ranks #1 (74.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	30,178	$9,878,164
2	C	Citigroup Inc	11,665	$1,632,633
3	BAC	Bank Of America Corp /De/	20,647	$1,176,466
4	TD	Toronto Dominion Bank	3,258	$395,618
5	WFC	Wells Fargo & Company/Mn	2,625	$216,930

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,878,164	30,178	+1.6%	Shares	Sole	2026-08-06
2026-03-31	$8,736,552	29,700	+0.4%	Shares	Sole	2026-04-21
2025-12-31	$9,528,689	29,572	-0.4%	Shares	Sole	2026-01-26
2025-09-30	$9,364,801	29,689	+0.2%	Shares	Sole	2025-10-28
2025-06-30	$8,593,512	29,642	+1.2%	Shares	Sole	2025-07-15
2025-03-31	$7,182,629	29,281	-4.2%	Shares	Sole	2025-04-23
2024-12-31	$7,323,380	30,551	-0.6%	Shares	Sole	2025-01-22
2024-09-30	$6,483,945	30,750	-0.1%	Shares	Sole	2024-10-21
2024-06-30	$6,227,180	30,788	+1.0%	Shares	Sole	2024-08-02
2024-03-31	$6,104,543	30,477	-5.8%	Shares	Sole	2024-04-22
2023-12-31	$5,502,735	32,350	+8.3%	Shares	Sole	2024-01-29
2023-09-30	$4,332,037	29,872	-1.0%	Shares	Sole	2023-10-16
2023-06-30	$4,387,779	30,169	-1.9%	Shares	Sole	2023-07-18
2023-03-31	$4,009,378	30,768	-3.6%	Shares	Sole	2023-05-04
2022-12-31	$4,278,996	31,909	-1.3%	Shares	Sole	2023-02-02
2022-09-30	$3,377,649	32,322	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$3,619,623	32,143	+1.2%	Shares	Sole	2022-08-03
2022-03-31	$4,327,751	31,747	+3.1%	Shares	Sole	2022-05-16
2021-12-31	$4,874,013	30,780	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.