SHRIER WEALTH MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2075389 LOS ANGELES, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$6,146,602

+$655,518 QoQ

Shares Held

18,778

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.05%

of 13F equity value

Holder Rank

#1,900

of 5,057 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SHRIER WEALTH MANAGEMENT, LLC holds $15,273,619 across 5 Banks - Diversified names. JPM ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,778	$6,146,602
2	BAC	Bank Of America Corp /De/	71,409	$4,068,884
3	WFC	Wells Fargo & Company/Mn	32,670	$2,699,848
4	C	Citigroup Inc	14,959	$2,093,661
5	BCS	Barclays PLC	9,852	$264,624

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,146,602	18,778	+0.6%	Shares	Sole	2026-07-09
2026-03-31	$5,491,084	18,667	-11.6%	Shares	Sole	2026-04-14
2025-12-31	$6,801,097	21,107	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.