Confluence Wealth Services, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1910411 MCMURRAY, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$20,500,023

+$6,095,008 QoQ

Shares Held

62,628

+27.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.59%

of 13F equity value

Holder Rank

#994

of 5,058 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $26,004,217 across 5 Banks - Diversified names. JPM ranks #1 (78.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	62,628	$20,500,023
2	BNY	Bank of New York Mellon Corp	16,127	$2,332,125
3	BAC	Bank Of America Corp /De/	25,650	$1,461,537
4	C	Citigroup Inc	6,839	$957,186
5	WFC	Wells Fargo & Company/Mn	9,116	$753,346

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,500,023	62,628	+27.9%	Shares	Sole	2026-07-22
2026-03-31	$14,405,015	48,970	+6.0%	Shares	Sole	2026-05-07
2025-12-31	$14,891,719	46,216	-7.2%	Shares	Sole	2026-01-28
2025-09-30	$15,702,420	49,781	+0.3%	Shares	Sole	2025-10-28
2025-06-30	$14,390,842	49,639	-0.3%	Shares	Sole	2025-07-22
2025-03-31	$12,210,788	49,779	+13.0%	Shares	Sole	2025-04-24
2024-12-31	$10,557,068	44,041	-2.1%	Shares	Sole	2025-01-27
2024-09-30	$9,488,700	45,000	-2.5%	Shares	Sole	2024-10-29
2024-06-30	$9,334,905	46,153	+12.2%	Shares	Sole	2024-07-31
2024-03-31	$8,238,939	41,133	+2.8%	Shares	Sole	2024-04-22
2023-12-31	$6,809,103	40,030	-3.6%	Shares	Sole	2024-01-25
2023-09-30	$6,021,665	41,523	+4.0%	Shares	Sole	2023-11-01
2023-06-30	$5,808,000	39,934	-2.5%	Shares	Sole	2023-08-01
2023-03-31	$5,336,194	40,950	+3.7%	Shares	Sole	2023-05-12
2022-12-31	$5,296,145	39,494	+2.8%	Shares	Sole	2023-02-10
2022-09-30	$4,016,248	38,433	+12.5%	Shares	Sole	2022-11-08
2022-03-31	$4,658,872	34,176	+0.9%	Shares	Sole	2022-04-26
2021-12-31	$5,362,522	33,865	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.