Intentional Wealth Strategies, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2119881
COLORADO SPRINGS, CO
Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$431,748
+$35,221 QoQ
Shares Held
1,319
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#4,418
of 5,072 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Intentional Wealth Strategies, LLC holds $431,748 across 1 Banks - Diversified name. JPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,319 | $431,748 |
All Filings in JPM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,748 | 1,319 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $396,527 | 1,348 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||