Dogwood Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2056922 LENEXA, KS

Position in JPM

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

Position Value

$1,008,503

-$171,078 QoQ

Shares Held

3,081

-23.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.24%

of 13F equity value

Holder Rank

#3,640

of 5,048 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $1,482,717 across 16 Banks - Diversified names. JPM ranks #1 (68.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,081	$1,008,503
2	BAC	Bank Of America Corp /De/	1,862	$106,096
3	C	Citigroup Inc	634	$88,734
4	BCS	Barclays PLC	2,607	$70,024
5	SAN	Banco Santander, S.A.	4,602	$63,507
6	WFC	Wells Fargo & Company/Mn	654	$54,046
7	BNY	Bank of New York Mellon Corp	278	$40,201
8	HSBC	Hsbc Holdings PLC	180	$17,116

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,008,503	3,081	-23.2%	Shares	Sole	2026-07-06
2026-03-31	$1,179,581	4,010	-13.4%	Shares	Sole	2026-05-12
2025-12-31	$1,492,845	4,633	-10.5%	Shares	Sole	2026-02-04
2025-09-30	$1,633,296	5,178	-14.1%	Shares	Sole	2025-11-12
2025-06-30	$1,747,287	6,027	+2.4%	Shares	Sole	2025-07-18
2025-03-31	$1,443,590	5,885	+3.0%	Shares	Sole	2025-04-30
2024-12-31	$1,368,983	5,711	+16.3%	Shares	Sole	2025-03-04
2024-09-30	$1,035,111	4,909	+42.5%	Shares	Sole	2025-02-28
2024-06-30	$696,583	3,444	+31.7%	Shares	Sole	2025-03-04
2024-03-31	$523,984	2,616	+7.5%	Shares	Sole	2025-02-28
2023-12-31	$413,853	2,433	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.