Wealth Management Associates, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 2067339
Cherry Hill, NJ
Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,825,185
+$376,009 QoQ
Shares Held
8,631
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#2,631
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Wealth Management Associates, Inc. holds $7,067,650 across 6 Banks - Diversified names. JPM ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,631 | $2,825,185 | |
| 2 | BAC |
Bank Of America Corp /De/
|
33,744 | $1,922,733 | |
| 3 | C |
Citigroup Inc
|
6,716 | $939,971 | |
| 4 | TD |
Toronto Dominion Bank
|
5,279 | $641,028 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,578 | $372,804 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
4,428 | $365,929 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,825,185 | 8,631 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,449,176 | 8,326 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,682,803 | 8,326 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,743,294 | 8,697 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,532,943 | 8,737 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,002,874 | 8,165 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,962,026 | 8,185 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $1,734,956 | 8,228 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $1,700,399 | 8,407 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $1,683,922 | 8,407 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $1,467,282 | 8,626 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $1,351,441 | 9,319 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $1,282,926 | 8,821 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $1,190,642 | 9,137 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $1,217,493 | 9,079 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $838,299 | 8,022 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $911,014 | 8,090 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $1,170,034 | 8,583 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $1,317,472 | 8,320 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $1,381,379 | 8,439 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $1,305,447 | 8,393 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $1,078,397 | 7,084 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $912,235 | 7,179 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $720,677 | 7,486 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $1,013,872 | 10,779 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $867,349 | 9,634 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||