Simplicity Wealth,LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1913243 SUMMIT, NJ

Position in JPM

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

Position Value

$16,098,416

+$5,685,152 QoQ

Shares Held

49,181

+38.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#1,130

of 5,056 holders

Holding Since

Dec 2023

11 quarters on record

Financial Services · as of Jun 30, 2026

Simplicity Wealth,LLC holds $42,631,279 across 10 Banks - Diversified names. JPM ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	49,181	$16,098,416
2	C	Citigroup Inc	86,109	$12,051,815
3	BAC	Bank Of America Corp /De/	104,730	$5,967,515
4	WFC	Wells Fargo & Company/Mn	64,138	$5,300,364
5	BNY	Bank of New York Mellon Corp	7,263	$1,050,302
6	RY	Royal Bank Of Canada	3,497	$723,774
7	TD	Toronto Dominion Bank	4,124	$500,777
8	HSBC	Hsbc Holdings PLC	3,953	$375,890

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,098,416	49,181	+38.9%	Shares	Sole	2026-08-06
2026-03-31	$10,413,264	35,400	+7.0%	Shares	Sole	2026-04-30
2025-12-31	$10,663,226	33,093	-4.6%	Shares	Sole	2026-01-30
2025-09-30	$10,944,790	34,698	-34.0%	Shares	Sole	2025-10-30
2025-06-30	$15,244,917	52,585	+76.2%	Shares	Sole	2025-07-22
2025-03-31	$7,320,978	29,845	+78.9%	Shares	Sole	2025-04-15
2024-12-31	$3,998,123	16,679	-45.6%	Shares	Sole	2025-02-07
2024-09-30	$6,469,817	30,683	-73.3%	Shares	Sole	2024-10-10
2024-06-30	$23,273,451	115,067	+8.7%	Shares	Sole	2024-07-10
2024-03-31	$21,197,949	105,831	+4772.5%	Shares	Sole	2024-04-24
2023-12-31	$369,457	2,172	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.