Wilkerson Advisory Group LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2079661 COLUMBIA, MO

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,055,305

+$252,105 QoQ

Shares Held

6,279

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#2,945

of 5,058 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wilkerson Advisory Group LLC holds $2,640,592 across 5 Banks - Diversified names. JPM ranks #1 (77.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,279	$2,055,305
2	C	Citigroup Inc	1,774	$248,289
3	BAC	Bank Of America Corp /De/	3,116	$177,549
4	WFC	Wells Fargo & Company/Mn	1,205	$99,581
5	BNY	Bank of New York Mellon Corp	414	$59,868

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,055,305	6,279	+2.4%	Shares	Sole	2026-07-21
2026-03-31	$1,803,200	6,130	+3.4%	Shares	Sole	2026-05-08
2025-12-31	$1,910,764	5,930	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.