Total Wealth Planning & Management, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 2058383
Ponte Vedra Beach, FL
Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,559,393
+$342,898 QoQ
Shares Held
7,819
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#2,756
of 5,072 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $3,641,703 across 2 Banks - Diversified names. JPM ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
7,819 | $2,559,393 | |
| 2 | C |
Citigroup Inc
|
7,733 | $1,082,310 |
All Filings in JPM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,559,393 | 7,819 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,216,495 | 7,535 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,384,105 | 7,399 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $2,065,898 | 7,126 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,709,986 | 6,971 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,663,587 | 6,940 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||