GK Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2069222 RENO, NV

Position in JPM

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

Position Value

$574,464

+$234,121 QoQ

Shares Held

1,755

+51.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#4,160

of 5,058 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GK Wealth Management LLC holds $2,049,316 across 5 Banks - Diversified names. JPM ranks #1 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,755	$574,464
2	WFC	Wells Fargo & Company/Mn	5,323	$439,892
3	BAC	Bank Of America Corp /De/	7,655	$436,181
4	BCS	Barclays PLC	12,559	$337,334
5	C	Citigroup Inc	1,868	$261,445

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$574,464	1,755	+51.7%	Shares	Defined	2026-07-07
2026-03-31	$340,343	1,157	-20.4%	Shares	Sole	2026-04-07
2025-12-31	$468,185	1,453	-9.8%	Shares	Defined	2026-01-05
2025-09-30	$508,157	1,611	+7.5%	Shares	Defined	2025-11-06
2025-06-30	$434,575	1,499	-4.4%	Shares	Defined	2025-07-08
2025-03-31	$384,630	1,568	-6.3%	Shares	Defined	2025-07-08
2024-12-31	$401,274	1,674	—	Shares	Defined	2025-05-28
No filing history on record for this holder in this stock.