Campbell Deegan Wealth Management, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2059743
RICHMOND, VA
Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$293,615
+$37,990 QoQ
Shares Held
897
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#4,682
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Campbell Deegan Wealth Management, LLC holds $1,131,107 across 4 Banks - Diversified names. JPM ranks #2 (26.0% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,615 | 897 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $255,625 | 869 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $268,731 | 834 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $259,914 | 824 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $238,885 | 824 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $201,146 | 820 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $213,821 | 892 | Shares | Sole | 2025-03-11 | |
| No filing history on record for this holder in this stock. | ||||||