LJI Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1988563 Indianapolis, IN

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$8,404,197

+$914,001 QoQ

Shares Held

25,675

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.67%

of 13F equity value

Holder Rank

#1,616

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

LJI Wealth Management, LLC holds $13,806,531 across 4 Banks - Diversified names. JPM ranks #1 (60.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	25,675	$8,404,197
2	BAC	Bank Of America Corp /De/	60,785	$3,463,529
3	WFC	Wells Fargo & Company/Mn	20,431	$1,688,417
4	C	Citigroup Inc	1,789	$250,388

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,404,197	25,675	+0.8%	Shares	Sole	2026-07-31
2026-03-31	$7,490,196	25,463	-6.6%	Shares	Sole	2026-05-05
2025-12-31	$8,788,228	27,274	+8.8%	Shares	Sole	2026-02-03
2025-09-30	$7,909,091	25,074	-8.4%	Shares	Sole	2025-10-29
2025-06-30	$7,936,286	27,375	-1.1%	Shares	Sole	2025-07-31
2025-03-31	$6,792,111	27,689	+0.2%	Shares	Sole	2025-05-02
2024-12-31	$6,622,707	27,628	-2.5%	Shares	Sole	2025-01-28
2024-09-30	$5,972,609	28,325	+1.8%	Shares	Sole	2024-11-06
2024-06-30	$5,626,468	27,818	-0.4%	Shares	Sole	2024-08-12
2024-03-31	$5,593,177	27,924	-0.4%	Shares	Sole	2024-05-15
2023-12-31	$4,768,923	28,036	+7.9%	Shares	Sole	2024-02-13
2023-09-30	$3,768,489	25,986	-91.4%	Shares	Sole	2024-02-02
2023-06-30	$3,702,321	301,048	+1085.6%	Shares	Sole	2024-02-02
2023-03-31	$3,308,961	25,393	+0.8%	Shares	Sole	2024-02-02
2022-12-31	$3,378,381	25,193	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.