Cogent Private Wealth, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 2078392 ORLANDO, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,096,228

+$185,803 QoQ

Shares Held

3,349

+8.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.30%

of 13F equity value

Holder Rank

#3,561

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

Cogent Private Wealth, Inc. holds $2,558,254 across 4 Banks - Diversified names. JPM ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,349	$1,096,228
2	BAC	Bank Of America Corp /De/	11,211	$638,802
3	C	Citigroup Inc	3,226	$451,510
4	WFC	Wells Fargo & Company/Mn	4,498	$371,714

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,096,228	3,349	+8.2%	Shares	Sole	2026-08-05
2026-03-31	$910,425	3,095	+15.2%	Shares	Sole	2026-04-13
2025-12-31	$865,805	2,687	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.