LeConte Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2060443 Maryville, TN

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,505,718

+$237,889 QoQ

Shares Held

4,600

+6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#3,246

of 5,058 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LeConte Wealth Management, LLC holds $3,044,541 across 5 Banks - Diversified names. JPM ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	4,600	$1,505,718
2	BAC	Bank Of America Corp /De/	9,893	$563,703
3	C	Citigroup Inc	2,752	$385,169
4	WFC	Wells Fargo & Company/Mn	4,507	$372,458
5	BNY	Bank of New York Mellon Corp	1,504	$217,493

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,505,718	4,600	+6.7%	Shares	Sole	2026-08-07
2026-03-31	$1,267,829	4,310	-2.0%	Shares	Sole	2026-05-12
2025-12-31	$1,417,123	4,398	+10.8%	Shares	Sole	2026-01-15
2025-09-30	$1,252,572	3,971	+24.5%	Shares	Sole	2025-10-16
2025-06-30	$924,812	3,190	+69.4%	Shares	Sole	2025-07-15
2025-03-31	$461,899	1,883	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.