Copia Wealth Management

Position in JPM — Jpmorgan Chase & Co

CIK 2058771 BEND, OR

Position in JPM

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$186,578

+$20,084 QoQ

Shares Held

570

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#4,941

of 5,058 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Copia Wealth Management holds $193,504 across 4 Banks - Diversified names. JPM ranks #1 (96.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	570	$186,578
2	BAC	Bank Of America Corp /De/	53	$3,019
3	TD	Toronto Dominion Bank	19	$2,307
4	ING	Ing Groep NV	51	$1,600

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$186,578	570	+0.7%	Shares	Sole	2026-08-18
2026-03-31	$166,494	566	-0.4%	Shares	Sole	2026-05-04
2025-12-31	$183,020	568	0.0%	Shares	Sole	2026-02-06
2025-09-30	$179,164	568	+66.6%	Shares	Sole	2025-10-31
2025-06-30	$98,859	341	+2.1%	Shares	Sole	2025-07-28
2025-03-31	$81,930	334	0.0%	Shares	Sole	2025-04-17
2024-12-31	$80,063	334	—	Shares	Sole	2025-03-06
No filing history on record for this holder in this stock.