BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2010186
CINCINNATI, OH
Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$242,030,420
+$24,737,076 QoQ
Shares Held
739,408
+0.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
4.14%
of 13F equity value
Holder Rank
#235
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $250,793,294 across 11 Banks - Diversified names. JPM ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
739,408 | $242,030,420 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,587 | $2,882,447 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
16,294 | $2,356,275 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
20,540 | $1,697,425 | |
| 5 | C |
Citigroup Inc
|
4,999 | $699,660 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,804 | $667,460 | |
| 7 | TD |
Toronto Dominion Bank
|
1,600 | $194,288 | |
| 8 | ING |
Ing Groep NV
|
4,000 | $125,520 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,030,420 | 739,408 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $217,293,344 | 738,691 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $240,660,640 | 746,883 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $238,219,990 | 755,223 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $222,456,060 | 767,328 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $185,284,902 | 755,340 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $182,531,254 | 761,467 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $162,255,083 | 769,492 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $159,945,792 | 790,793 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $159,753,271 | 797,570 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $139,672,001 | 821,117 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $118,726,423 | 818,690 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $118,337,401 | 813,651 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $95,948,686 | 736,311 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $97,241,944 | 725,145 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $75,231,013 | 719,914 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $81,168,950 | 720,797 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $97,872,988 | 717,965 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $107,608,959 | 679,564 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $110,765,094 | 676,676 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $104,755,878 | 673,498 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $102,267,200 | 671,794 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $84,655,558 | 666,212 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $64,142,679 | 666,279 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $61,652,097 | 655,455 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $57,931,964 | 643,474 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||