Ponta Wealth Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2107740 WINTER PARK, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,760,039

+$1,305,274 QoQ

Shares Held

11,487

+37.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.57%

of 13F equity value

Holder Rank

#2,346

of 5,056 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ponta Wealth Partners, LLC holds $6,288,002 across 5 Banks - Diversified names. JPM ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	11,487	$3,760,039
2	BAC	Bank Of America Corp /De/	14,008	$798,175
3	WFC	Wells Fargo & Company/Mn	9,239	$763,510
4	C	Citigroup Inc	5,319	$744,447
5	BNY	Bank of New York Mellon Corp	1,534	$221,831

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,760,039	11,487	+37.7%	Shares	Sole	2026-08-12
2026-03-31	$2,454,765	8,345	+10.8%	Shares	Sole	2026-05-11
2025-12-31	$2,426,638	7,531	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.