Yoder Wealth Management, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1973967 WALNUT CREEK, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$565,298

+$59,932 QoQ

Shares Held

1,727

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#4,172

of 5,058 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Yoder Wealth Management, Inc. holds $1,415,234 across 4 Banks - Diversified names. JPM ranks #1 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,727	$565,298
2	C	Citigroup Inc	3,082	$431,356
3	BNY	Bank of New York Mellon Corp	1,467	$212,142
4	BAC	Bank Of America Corp /De/	3,623	$206,438

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$565,298	1,727	+0.5%	Shares	Sole	2026-07-22
2026-03-31	$505,366	1,718	+5.5%	Shares	Sole	2026-04-22
2025-12-31	$524,896	1,629	+2.7%	Shares	Sole	2026-01-22
2025-09-30	$500,271	1,586	+4.5%	Shares	Sole	2025-10-22
2025-06-30	$439,793	1,517	+12.8%	Shares	Sole	2025-07-22
2025-03-31	$329,928	1,345	-6.3%	Shares	Sole	2025-04-22
2024-12-31	$344,223	1,436	+2.8%	Shares	Sole	2025-01-24
2024-09-30	$294,571	1,397	+2.0%	Shares	Sole	2024-10-23
2024-06-30	$276,893	1,369	-1.3%	Shares	Sole	2024-07-23
2024-03-31	$277,816	1,387	-10.9%	Shares	Sole	2024-04-19
2023-12-31	$264,845	1,557	+2.6%	Shares	Sole	2024-02-02
2023-09-30	$220,140	1,518	+8.8%	Shares	Sole	2023-10-18
2023-06-30	$202,888	1,395	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.