Alteri Wealth LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2054980 WESTLAKE VILLAGE, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,210,766

+$636,578 QoQ

Shares Held

15,919

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.97%

of 13F equity value

Holder Rank

#2,048

of 5,056 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $13,090,429 across 5 Banks - Diversified names. JPM ranks #1 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,919	$5,210,766
2	BAC	Bank Of America Corp /De/	81,580	$4,648,428
3	C	Citigroup Inc	9,425	$1,319,123
4	WFC	Wells Fargo & Company/Mn	13,951	$1,152,910
5	BNY	Bank of New York Mellon Corp	5,250	$759,202

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,210,766	15,919	+2.4%	Shares	Sole	2026-07-29
2026-03-31	$4,574,188	15,550	+2.6%	Shares	Sole	2026-05-06
2025-12-31	$4,885,499	15,162	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$4,769,301	15,120	-1.0%	Shares	Sole	2025-11-10
2025-06-30	$4,429,824	15,280	+2.9%	Shares	Sole	2025-08-11
2025-03-31	$3,643,195	14,852	-2.0%	Shares	Sole	2025-05-07
2024-12-31	$3,631,606	15,150	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.