Intergy Private Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1911342 COLORADO SPRINGS, CO

Position in JPM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$817,670

+$104,921 QoQ

Shares Held

2,498

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#3,865

of 5,058 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intergy Private Wealth, LLC holds $2,541,825 across 7 Banks - Diversified names. JPM ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,498	$817,670
2	BAC	Bank Of America Corp /De/	6,583	$375,099
3	HSBC	Hsbc Holdings PLC	3,519	$334,621
4	SMFG	Sumitomo Mitsui Financial Group, Inc.	13,304	$313,708
5	C	Citigroup Inc	1,739	$243,390
6	RY	Royal Bank Of Canada	1,174	$242,982
7	SAN	Banco Santander, S.A.	15,533	$214,355

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$817,670	2,498	+3.1%	Shares	Sole	2026-07-17
2026-03-31	$712,749	2,423	+3.8%	Shares	Sole	2026-04-16
2025-12-31	$752,061	2,334	0.0%	Shares	Sole	2026-01-22
2025-09-30	$736,213	2,334	-4.3%	Shares	Sole	2025-10-14
2025-06-30	$707,090	2,439	+4.1%	Shares	Sole	2025-07-23
2025-03-31	$574,492	2,342	-28.3%	Shares	Sole	2025-04-11
2024-12-31	$783,372	3,268	+3.8%	Shares	Sole	2025-01-23
2024-09-30	$663,787	3,148	+9.2%	Shares	Sole	2024-10-17
2024-06-30	$583,317	2,884	+5.0%	Shares	Sole	2024-07-15
2024-03-31	$550,224	2,747	-1.2%	Shares	Sole	2024-04-24
2023-12-31	$472,707	2,779	-6.4%	Shares	Sole	2024-01-11
2023-09-30	$430,709	2,970	+4.2%	Shares	Sole	2023-10-19
2023-06-30	$414,358	2,849	+1.5%	Shares	Sole	2023-08-11
2023-03-31	$365,649	2,806	+4.0%	Shares	Sole	2023-05-04
2022-12-31	$361,667	2,697	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.