Olistico Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1962695 TULSA, OK

Position in JPM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,896,877

+$115,150 QoQ

Shares Held

5,795

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#3,020

of 5,056 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Olistico Wealth, LLC holds $2,550,486 across 7 Banks - Diversified names. JPM ranks #1 (74.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,795	$1,896,877
2	C	Citigroup Inc	2,585	$361,796
3	BMO	Bank Of Montreal /Can/	700	$123,690
4	BAC	Bank Of America Corp /De/	1,393	$79,373
5	BNY	Bank of New York Mellon Corp	500	$72,305
6	NTB	Bank of N.T. Butterfield & Son Ltd	200	$11,900
7	WFC	Wells Fargo & Company/Mn	55	$4,545

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,896,877	5,795	-4.3%	Shares	Sole	2026-07-13
2026-03-31	$1,781,727	6,057	+3.1%	Shares	Sole	2026-04-09
2025-12-31	$1,892,720	5,874	-1.6%	Shares	Sole	2026-01-13
2025-09-30	$1,883,747	5,972	-0.3%	Shares	Sole	2025-10-24
2025-06-30	$1,735,691	5,987	+11.1%	Shares	Sole	2025-07-22
2025-03-31	$1,321,431	5,387	-3.4%	Shares	Sole	2025-04-29
2024-12-31	$1,336,862	5,577	+0.0%	Shares	Sole	2025-01-17
2024-09-30	$1,175,544	5,575	-12.4%	Shares	Sole	2024-10-08
2024-06-30	$1,287,789	6,367	-4.7%	Shares	Sole	2024-07-09
2024-03-31	$1,338,004	6,680	-14.1%	Shares	Sole	2024-04-25
2023-12-31	$1,322,527	7,775	+2.2%	Shares	Sole	2024-02-12
2023-09-30	$1,102,877	7,605	-1.3%	Shares	Sole	2023-10-19
2023-06-30	$1,120,615	7,705	+2.0%	Shares	Sole	2023-07-25
2023-03-31	$984,622	7,556	+3.6%	Shares	Sole	2023-05-11
2022-12-31	$977,723	7,291	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.