Cyndeo Wealth Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1950947 ST. PETERSBURG, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$25,356,618

+$2,558,042 QoQ

Shares Held

77,465

-0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#875

of 5,057 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $31,851,667 across 6 Banks - Diversified names. JPM ranks #1 (79.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	77,465	$25,356,618
2	BAC	Bank Of America Corp /De/	34,103	$1,943,188
3	TD	Toronto Dominion Bank	14,480	$1,758,306
4	WFC	Wells Fargo & Company/Mn	14,362	$1,186,875
5	C	Citigroup Inc	6,144	$859,914
6	BNY	Bank of New York Mellon Corp	5,164	$746,766

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,356,618	77,465	-0.1%	Shares	Sole	2026-07-21
2026-03-31	$22,798,576	77,504	-19.3%	Shares	Sole	2026-04-13
2025-12-31	$30,929,575	95,989	-0.3%	Shares	Sole	2026-01-07
2025-09-30	$30,373,385	96,292	-1.7%	Shares	Sole	2025-10-10
2025-06-30	$28,412,919	98,006	+14.5%	Shares	Sole	2025-07-24
2025-03-31	$21,003,812	85,625	+20.7%	Shares	Sole	2025-04-17
2024-12-31	$17,000,233	70,920	+2.5%	Shares	Sole	2025-01-21
2024-09-30	$14,583,499	69,162	-1.4%	Shares	Sole	2024-10-18
2024-06-30	$14,191,572	70,165	+5.8%	Shares	Sole	2024-07-30
2024-03-31	$13,287,501	66,338	-0.9%	Shares	Sole	2024-04-17
2023-12-31	$11,386,494	66,940	-6.4%	Shares	Sole	2024-01-12
2023-09-30	$10,376,035	71,549	+41.5%	Shares	Sole	2023-10-10
2023-06-30	$7,354,900	50,570	-3.7%	Shares	Sole	2023-07-27
2022-12-31	$7,044,004	52,528	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.