McGlone Suttner Wealth Management, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1964819 APPLETON, WI

Position in JPM

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

Position Value

$3,438,601

+$421,991 QoQ

Shares Held

10,505

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.44%

of 13F equity value

Holder Rank

#2,432

of 5,057 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McGlone Suttner Wealth Management, Inc. holds $8,363,712 across 5 Banks - Diversified names. JPM ranks #1 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,505	$3,438,601
2	BAC	Bank Of America Corp /De/	31,740	$1,808,545
3	BNY	Bank of New York Mellon Corp	9,994	$1,445,232
4	WFC	Wells Fargo & Company/Mn	15,052	$1,243,897
5	C	Citigroup Inc	3,054	$427,437

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,438,601	10,505	+2.4%	Shares	Sole	2026-07-21
2026-03-31	$3,016,610	10,255	-2.7%	Shares	Sole	2026-04-21
2025-12-31	$3,395,876	10,539	-2.7%	Shares	Sole	2026-01-15
2025-09-30	$3,417,999	10,836	+2.2%	Shares	Sole	2025-10-20
2025-06-30	$3,074,495	10,605	+1.5%	Shares	Sole	2025-07-14
2025-03-31	$2,563,139	10,449	+9.0%	Shares	Sole	2025-04-29
2024-12-31	$2,298,818	9,590	+3.6%	Shares	Sole	2025-01-21
2024-09-30	$1,952,774	9,261	+20.0%	Shares	Sole	2024-10-10
2024-06-30	$1,560,840	7,717	-11.4%	Shares	Sole	2024-07-18
2024-03-31	$1,744,613	8,710	+12.9%	Shares	Sole	2024-04-18
2023-12-31	$1,312,661	7,717	+5.8%	Shares	Sole	2024-01-18
2023-09-30	$1,058,210	7,297	+4.8%	Shares	Sole	2023-10-19
2023-06-30	$1,013,135	6,966	+4.7%	Shares	Sole	2023-07-25
2023-03-31	$866,822	6,652	+5.6%	Shares	Sole	2023-04-20
2022-12-31	$844,695	6,299	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.