Spahn Wealth & Retirement LLC
PensionPosition in JPM — Jpmorgan Chase & Co
CIK 1949033
SCOTTSDALE, AZ
Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,744,982
+$355,965 QoQ
Shares Held
11,441
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.66%
of 13F equity value
Holder Rank
#2,351
of 5,056 holders
Holding Since
Jun 2025
5 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, 2026Spahn Wealth & Retirement LLC holds $10,839,584 across 3 Banks - Diversified names. JPM ranks #2 (34.5% of the industry book) .
All Filings in JPM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,744,982 | 11,441 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,389,017 | 11,521 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,712,296 | 11,521 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,582,653 | 11,358 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,364,695 | 11,606 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||