Fourth Dimension Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2056691 MIDDLEBURG HEIGHTS, OH

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,722,082

+$504,555 QoQ

Shares Held

5,261

+27.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#3,108

of 5,056 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fourth Dimension Wealth, LLC holds $1,899,214 across 6 Banks - Diversified names. JPM ranks #1 (90.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,261	$1,722,082
2	C	Citigroup Inc	568	$79,497
3	ING	Ing Groep NV	900	$28,242
4	RY	Royal Bank Of Canada	130	$26,906
5	BAC	Bank Of America Corp /De/	426	$24,273
6	TD	Toronto Dominion Bank	150	$18,214

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,722,082	5,261	+27.1%	Shares	Sole	2026-07-31
2026-03-31	$1,217,527	4,139	-0.8%	Shares	Sole	2026-05-11
2025-12-31	$1,344,946	4,174	-1.3%	Shares	Sole	2026-02-04
2025-09-30	$1,333,321	4,227	-0.1%	Shares	Sole	2025-11-04
2025-06-30	$1,226,898	4,232	+126.9%	Shares	Sole	2025-08-05
2025-03-31	$457,484	1,865	-5.1%	Shares	Sole	2025-04-23
2024-12-31	$471,030	1,965	—	Shares	Sole	2025-02-18
No filing history on record for this holder in this stock.