Quotient Wealth Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2004904 DALLAS, TX

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,163,630

+$748,583 QoQ

Shares Held

15,775

+5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#2,058

of 5,058 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $10,913,523 across 7 Banks - Diversified names. JPM ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,775	$5,163,630
2	BAC	Bank Of America Corp /De/	40,786	$2,323,986
3	C	Citigroup Inc	8,700	$1,217,652
4	WFC	Wells Fargo & Company/Mn	14,325	$1,183,818
5	BNY	Bank of New York Mellon Corp	4,213	$609,241
6	HSBC	Hsbc Holdings PLC	2,790	$265,301
7	SAN	Banco Santander, S.A.	10,862	$149,895

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,163,630	15,775	+5.1%	Shares	Sole	2026-08-03
2026-03-31	$4,415,047	15,009	+0.0%	Shares	Sole	2026-04-16
2025-12-31	$4,835,877	15,008	+2.1%	Shares	Sole	2026-01-22
2025-09-30	$4,638,082	14,704	+3.4%	Shares	Sole	2025-10-10
2025-06-30	$4,121,360	14,216	+13.7%	Shares	Sole	2025-07-29
2025-03-31	$3,067,476	12,505	-3.5%	Shares	Sole	2025-04-30
2024-12-31	$3,105,203	12,954	+0.9%	Shares	Sole	2025-01-28
2024-09-30	$2,707,864	12,842	+0.6%	Shares	Sole	2024-10-09
2024-06-30	$2,582,253	12,767	+25.9%	Shares	Sole	2024-07-24
2024-03-31	$2,031,242	10,141	+27.2%	Shares	Sole	2024-05-14
2023-12-31	$1,355,867	7,971	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.