WealthPlan Investment Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1929986 OMAHA, NE

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,584,876

+$710,952 QoQ

Shares Held

29,282

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#1,499

of 5,058 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $13,589,841 across 5 Banks - Diversified names. JPM ranks #1 (70.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	29,282	$9,584,876
2	BAC	Bank Of America Corp /De/	40,909	$2,330,994
3	WFC	Wells Fargo & Company/Mn	11,531	$952,921
4	C	Citigroup Inc	3,015	$421,979
5	RY	Royal Bank Of Canada	1,445	$299,071

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,584,876	29,282	-2.9%	Shares	Other	2026-07-28
2026-03-31	$8,873,924	30,167	-21.4%	Shares	Sole	2026-04-29
2025-12-31	$12,360,359	38,360	+6.2%	Shares	Sole	2026-02-05
2025-09-30	$11,392,700	36,118	-3.9%	Shares	Sole	2025-10-27
2025-06-30	$10,899,746	37,597	+15.9%	Shares	Sole	2025-07-28
2025-03-31	$7,958,513	32,444	+8.0%	Shares	Sole	2025-05-12
2024-12-31	$7,197,772	30,027	+2.4%	Shares	Sole	2025-01-30
2024-09-30	$6,182,626	29,321	+17.6%	Shares	Sole	2024-11-05
2024-06-30	$5,041,937	24,928	+6.0%	Shares	Sole	2024-08-09
2024-03-31	$4,712,057	23,525	+2.8%	Shares	Sole	2024-05-16
2023-12-31	$3,892,058	22,881	+11.0%	Shares	Sole	2024-01-05
2023-03-31	$2,685,428	20,608	-58.2%	Shares	Sole	2023-05-08
2022-12-31	$6,613,945	49,321	-11.1%	Shares	Other	2023-02-15
2022-09-30	$5,796,928	55,473	+12.5%	Shares	Other	2022-12-12
2022-03-31	$6,720,575	49,300	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.