Montz Harcus Wealth Management LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1918613
New Orleans, LA
Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,128,933
+$150,275 QoQ
Shares Held
15,669
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.23%
of 13F equity value
Holder Rank
#2,065
of 5,057 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Montz Harcus Wealth Management LLC holds $6,088,953 across 4 Banks - Diversified names. JPM ranks #1 (84.2% of the industry book) .
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,128,933 | 15,669 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,978,658 | 16,925 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,085,427 | 12,679 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,568,775 | 11,314 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,011,295 | 10,387 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,544,987 | 10,375 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,099,140 | 8,757 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,782,188 | 8,452 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,715,367 | 8,481 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,689,931 | 8,437 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,427,479 | 8,392 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,180,607 | 8,141 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,173,991 | 8,072 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $983,188 | 7,545 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,007,225 | 7,511 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $768,702 | 7,356 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $788,720 | 7,004 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $856,362 | 6,282 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $988,262 | 6,241 | Shares | Sole | 2022-03-24 | |
| No filing history on record for this holder in this stock. | ||||||