CASTLE WEALTH MANAGEMENT LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1936420 BOYNTON BEACH, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,520,768

+$270,739 QoQ

Shares Held

7,701

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.29%

of 13F equity value

Holder Rank

#2,768

of 5,058 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CASTLE WEALTH MANAGEMENT LLC holds $2,758,000 across 2 Banks - Diversified names. JPM ranks #1 (91.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JPM	Jpmorgan Chase & Co This page	7,701	$2,520,768
2	C	Citigroup Inc	1,695	$237,232

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,520,768	7,701	+0.7%	Shares	Sole	2026-07-31
2026-03-31	$2,250,029	7,649	-0.5%	Shares	Sole	2026-05-01
2025-12-31	$2,476,582	7,686	-1.6%	Shares	Sole	2026-01-22
2025-09-30	$2,464,454	7,813	-6.6%	Shares	Sole	2025-10-31
2025-06-30	$2,426,256	8,369	-3.6%	Shares	Sole	2025-07-30
2025-03-31	$2,130,185	8,684	+2.9%	Shares	Sole	2025-04-28
2024-12-31	$2,023,631	8,442	-3.9%	Shares	Sole	2025-01-29
2024-09-30	$1,851,983	8,783	+12.6%	Shares	Sole	2024-10-31
2024-06-30	$1,577,425	7,799	-0.4%	Shares	Sole	2024-07-22
2024-03-31	$1,568,749	7,832	-18.4%	Shares	Sole	2024-04-29
2023-12-31	$1,633,130	9,601	+9.1%	Shares	Sole	2024-01-31
2023-09-30	$1,276,030	8,799	+10.8%	Shares	Sole	2023-11-06
2023-06-30	$1,154,648	7,939	-2.1%	Shares	Sole	2023-07-17
2023-03-31	$1,056,553	8,108	-3.5%	Shares	Sole	2023-05-04
2022-12-31	$1,126,708	8,402	-9.7%	Shares	Sole	2023-02-09
2022-09-30	$972,163	9,303	+8.9%	Shares	Sole	2022-11-07
2022-06-30	$962,252	8,545	—	Shares	Sole	2022-08-01
No filing history on record for this holder in this stock.