Processus Wealth & Capital Management, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2014209
Brentwood, TN
Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,229,089
+$631,813 QoQ
Shares Held
19,030
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.87%
of 13F equity value
Holder Rank
#1,887
of 5,056 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Processus Wealth & Capital Management, LLC holds $15,561,195 across 3 Banks - Diversified names. JPM ranks #1 (40.0% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,229,089 | 19,030 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,597,276 | 19,028 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,079,002 | 18,866 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $5,926,614 | 18,789 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,412,039 | 18,668 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,512,048 | 18,394 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,414,259 | 18,415 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,009,081 | 19,013 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,879,144 | 19,179 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,819,120 | 19,067 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,157,906 | 18,565 | Shares | Sole | 2024-03-05 | |
| No filing history on record for this holder in this stock. | ||||||