Ameliora Wealth Management Ltd.

Position in JPM — Jpmorgan Chase & Co

CIK 1910168 ZURICH, V8

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,447,105

+$378,284 QoQ

Shares Held

13,586

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.34%

of 13F equity value

Holder Rank

#2,208

of 5,058 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ameliora Wealth Management Ltd. holds $10,234,252 across 4 Banks - Diversified names. JPM ranks #2 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	36,160	$5,060,953
2	JPM	Jpmorgan Chase & Co This page	13,586	$4,447,105
3	BAC	Bank Of America Corp /De/	6,517	$371,338
4	WFC	Wells Fargo & Company/Mn	4,294	$354,856

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,447,105	13,586	-1.8%	Shares	Sole	2026-07-24
2026-03-31	$4,068,821	13,832	-2.1%	Shares	Sole	2026-04-23
2025-12-31	$4,553,290	14,131	+11.2%	Shares	Sole	2026-01-21
2025-09-30	$4,009,115	12,710	-19.4%	Shares	Sole	2025-11-12
2025-06-30	$4,570,141	15,764	-31.5%	Shares	Sole	2025-07-23
2025-03-31	$5,647,051	23,021	0.0%	Shares	Sole	2025-04-15
2024-12-31	$5,518,363	23,021	+6.8%	Shares	Sole	2025-01-28
2024-09-30	$4,544,033	21,550	-0.6%	Shares	Sole	2024-10-11
2024-06-30	$4,385,199	21,681	-5.5%	Shares	Sole	2024-07-16
2024-03-31	$4,594,681	22,939	-0.4%	Shares	Sole	2024-04-16
2023-12-31	$3,915,702	23,020	+26.2%	Shares	Sole	2024-01-10
2023-09-30	$2,645,309	18,241	+4.5%	Shares	Sole	2023-10-10
2023-06-30	$2,538,800	17,456	-16.5%	Shares	Sole	2023-07-10
2023-03-31	$2,723,869	20,903	-31.3%	Shares	Sole	2023-04-17
2022-12-31	$4,081,601	30,437	+123.5%	Shares	Sole	2023-02-06
2022-09-30	$1,423,081	13,618	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.