Buck Wealth Strategies, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1973259 DENVER, CO

Position in JPM

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

Position Value

$19,407,068

+$2,963,524 QoQ

Shares Held

59,289

+6.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.46%

of 13F equity value

Holder Rank

#1,016

of 5,048 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Buck Wealth Strategies, LLC holds $20,643,910 across 12 Banks - Diversified names. JPM ranks #1 (94.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	59,289	$19,407,068
2	WFC	Wells Fargo & Company/Mn	11,037	$912,097
3	BAC	Bank Of America Corp /De/	3,650	$207,977
4	BNY	Bank of New York Mellon Corp	557	$80,547
5	C	Citigroup Inc	157	$21,973
6	BCS	Barclays PLC	221	$5,936
7	CM	Canadian Imperial Bank Of Commerce /Can/	38	$4,370
8	HSBC	Hsbc Holdings PLC	15	$1,426

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,407,068	59,289	+6.1%	Shares	Sole	2026-07-30
2026-03-31	$16,443,544	55,900	+2.5%	Shares	Sole	2026-05-08
2025-12-31	$17,568,401	54,523	+3.8%	Shares	Sole	2026-02-03
2025-09-30	$16,568,591	52,527	+0.6%	Shares	Sole	2025-11-04
2025-06-30	$15,137,940	52,216	+28.8%	Shares	Sole	2025-08-04
2025-03-31	$9,944,952	40,542	-1.8%	Shares	Sole	2025-04-22
2024-12-31	$9,896,667	41,286	+1.6%	Shares	Sole	2025-01-27
2024-09-30	$8,564,922	40,619	-10.9%	Shares	Sole	2024-11-05
2024-06-30	$9,220,831	45,589	+1365.4%	Shares	Sole	2024-08-15
2024-03-31	$623,133	3,111	-93.4%	Shares	Sole	2024-05-03
2023-12-31	$7,997,251	47,015	+11.7%	Shares	Sole	2024-01-23
2023-09-30	$6,102,586	42,081	+0.3%	Shares	Sole	2023-11-06
2023-06-30	$6,103,535	41,966	+5.9%	Shares	Sole	2023-11-06
2023-03-31	$5,162,100	39,614	+1.8%	Shares	Sole	2023-11-06
2022-09-30	$4,064,735	38,897	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.