WealthPoint Financial, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2040860 CRAMERTON, NC

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$668,407

-$62,286 QoQ

Shares Held

2,042

-17.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

#4,032

of 5,057 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPoint Financial, LLC holds $1,957,796 across 5 Banks - Diversified names. JPM ranks #1 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,042	$668,407
2	BNY	Bank of New York Mellon Corp	2,636	$381,191
3	BAC	Bank Of America Corp /De/	6,472	$368,774
4	WFC	Wells Fargo & Company/Mn	4,092	$338,162
5	C	Citigroup Inc	1,438	$201,262

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$668,407	2,042	-17.8%	Shares	Sole	2026-08-06
2026-03-31	$730,693	2,484	0.0%	Shares	Sole	2026-04-23
2025-12-31	$800,394	2,484	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.