Turtle Creek Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2007171 DALLAS, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$26,796,870

+$5,517,924 QoQ

Shares Held

81,865

+13.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.79%

of 13F equity value

Holder Rank

#848

of 5,056 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Turtle Creek Wealth Advisors, LLC holds $34,611,135 across 5 Banks - Diversified names. JPM ranks #1 (77.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	81,865	$26,796,870
2	BAC	Bank Of America Corp /De/	60,690	$3,458,116
3	C	Citigroup Inc	16,833	$2,355,946
4	WFC	Wells Fargo & Company/Mn	14,471	$1,195,883
5	BNY	Bank of New York Mellon Corp	5,562	$804,320

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,796,870	81,865	+13.2%	Shares	Sole	2026-07-27
2026-03-31	$21,278,946	72,338	+8.5%	Shares	Sole	2026-04-27
2025-12-31	$21,491,107	66,697	+6.4%	Shares	Sole	2026-01-28
2025-09-30	$19,770,521	62,678	+18.2%	Shares	Sole	2025-10-29
2025-06-30	$15,373,347	53,028	+6.3%	Shares	Sole	2025-07-28
2025-03-31	$12,231,393	49,863	+21.6%	Shares	Sole	2025-05-01
2024-12-31	$9,832,904	41,020	+1.4%	Shares	Sole	2025-01-23
2024-09-30	$8,530,130	40,454	+2.9%	Shares	Sole	2024-11-06
2024-06-30	$7,950,436	39,308	+10.6%	Shares	Sole	2024-07-31
2024-03-31	$7,116,258	35,528	+5.2%	Shares	Sole	2024-04-30
2023-12-31	$5,745,978	33,780	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.