Resolute Wealth Strategies, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1973981 JACKSON, MS

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,948,247

+$650,570 QoQ

Shares Held

15,117

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.83%

of 13F equity value

Holder Rank

#2,103

of 5,058 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Resolute Wealth Strategies, LLC holds $6,174,627 across 4 Banks - Diversified names. JPM ranks #1 (80.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,117	$4,948,247
2	BAC	Bank Of America Corp /De/	10,314	$587,691
3	C	Citigroup Inc	2,717	$380,271
4	BNY	Bank of New York Mellon Corp	1,787	$258,418

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,948,247	15,117	+3.5%	Shares	Sole	2026-08-12
2026-03-31	$4,297,677	14,610	+7.3%	Shares	Sole	2026-05-07
2025-12-31	$4,386,703	13,614	+0.9%	Shares	Sole	2026-02-06
2025-09-30	$4,255,466	13,491	+1.8%	Shares	Sole	2025-11-12
2025-06-30	$3,843,046	13,256	-1.5%	Shares	Sole	2025-08-12
2025-03-31	$3,301,247	13,458	+3.7%	Shares	Sole	2025-05-07
2024-12-31	$3,111,915	12,982	-9.4%	Shares	Sole	2025-02-06
2024-09-30	$3,021,623	14,330	+0.5%	Shares	Sole	2024-11-12
2024-06-30	$2,883,823	14,258	+0.4%	Shares	Sole	2024-08-13
2024-03-31	$2,844,460	14,201	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$2,399,260	14,105	-7.8%	Shares	Sole	2024-02-06
2023-09-30	$2,218,225	15,296	-0.9%	Shares	Sole	2023-11-13
2023-06-30	$2,244,575	15,433	+1.8%	Shares	Sole	2023-08-08
2023-03-31	$1,974,717	15,154	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.