Performance Wealth Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1908765 HINSDALE, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$71,820,129

+$8,195,675 QoQ

Shares Held

219,412

+1.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

2.41%

of 13F equity value

Holder Rank

#494

of 5,056 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $79,601,327 across 4 Banks - Diversified names. JPM ranks #1 (90.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	219,412	$71,820,129
2	BAC	Bank Of America Corp /De/	103,917	$5,921,190
3	CM	Canadian Imperial Bank Of Commerce /Can/	12,946	$1,488,790
4	WFC	Wells Fargo & Company/Mn	4,492	$371,218

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,820,129	219,412	+1.4%	Shares	Sole	2026-08-07
2026-03-31	$63,624,454	216,292	+1.4%	Shares	Sole	2026-04-10
2025-12-31	$68,727,592	213,294	+2.0%	Shares	Sole	2026-01-21
2025-09-30	$65,928,339	209,011	+2.7%	Shares	Sole	2025-11-07
2025-06-30	$59,029,444	203,613	+2.0%	Shares	Sole	2025-07-28
2025-03-31	$48,956,238	199,577	+9.9%	Shares	Sole	2025-04-22
2024-12-31	$43,526,541	181,580	+9.6%	Shares	Sole	2025-01-17
2024-09-30	$34,918,626	165,601	+6.2%	Shares	Sole	2024-10-10
2024-06-30	$31,525,052	155,864	+32.0%	Shares	Sole	2024-07-22
2024-03-31	$23,649,621	118,071	+15.6%	Shares	Sole	2024-04-30
2023-12-31	$17,380,988	102,181	+0.5%	Shares	Sole	2024-01-22
2023-09-30	$14,740,412	101,644	-0.2%	Shares	Sole	2023-10-30
2023-06-30	$14,814,372	101,859	-6.1%	Shares	Sole	2023-07-13
2023-03-31	$14,133,683	108,462	+0.0%	Shares	Sole	2023-04-20
2022-12-31	$14,542,742	108,447	-3.1%	Shares	Sole	2023-01-19
2022-09-30	$11,696,371	111,927	-4.5%	Shares	Sole	2022-10-17
2022-06-30	$13,203,072	117,246	-1.6%	Shares	Sole	2022-07-15
2022-03-31	$16,237,347	119,112	+32.6%	Shares	Sole	2022-04-21
2021-12-31	$14,219,038	89,795	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.