Cassaday & Co Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1963612 MCLEAN, VA

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,482,770

+$726,059 QoQ

Shares Held

19,805

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,854

of 5,058 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $14,769,157 across 15 Banks - Diversified names. JPM ranks #1 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	19,805	$6,482,770
2	TD	Toronto Dominion Bank	37,966	$4,610,211
3	BAC	Bank Of America Corp /De/	28,070	$1,599,428
4	C	Citigroup Inc	5,892	$824,644
5	WFC	Wells Fargo & Company/Mn	7,076	$584,760
6	BNY	Bank of New York Mellon Corp	2,757	$398,689
7	RY	Royal Bank Of Canada	829	$171,578
8	BCS	Barclays PLC	934	$25,087

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,482,770	19,805	+1.2%	Shares	Sole	2026-08-10
2026-03-31	$5,756,711	19,570	-4.5%	Shares	Sole	2026-05-07
2025-12-31	$6,605,510	20,500	-7.8%	Shares	Sole	2026-02-03
2025-09-30	$7,017,055	22,246	+1.2%	Shares	Sole	2025-11-07
2025-06-30	$6,370,772	21,975	+1.0%	Shares	Sole	2025-08-05
2025-03-31	$5,338,218	21,762	+3.6%	Shares	Sole	2025-05-05
2024-12-31	$5,035,348	21,006	+3.5%	Shares	Sole	2025-02-03
2024-09-30	$4,279,614	20,296	+1.4%	Shares	Sole	2024-11-07
2024-06-30	$4,046,413	20,006	-1.0%	Shares	Sole	2024-07-30
2024-03-31	$4,047,862	20,209	-1.5%	Shares	Sole	2024-05-08
2023-12-31	$3,491,302	20,525	+0.4%	Shares	Sole	2024-02-14
2023-09-30	$2,965,513	20,449	-3.9%	Shares	Sole	2023-11-06
2023-06-30	$3,093,945	21,273	-1.5%	Shares	Sole	2023-08-07
2023-03-31	$2,815,217	21,604	-3.1%	Shares	Sole	2023-05-03
2022-12-31	$2,989,625	22,294	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.