TRB Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2130988 HOUSTON, TX

Position in JPM

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

Position Value

$3,641,218

-$6,953 QoQ

Shares Held

11,124

-10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#2,378

of 5,057 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRB Wealth Management, LLC holds $6,990,370 across 5 Banks - Diversified names. JPM ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	11,124	$3,641,218
2	BAC	Bank Of America Corp /De/	25,182	$1,434,870
3	WFC	Wells Fargo & Company/Mn	10,876	$898,792
4	C	Citigroup Inc	4,843	$677,826
5	BNY	Bank of New York Mellon Corp	2,335	$337,664

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,641,218	11,124	-10.3%	Shares	Sole	2026-08-12
2026-03-31	$3,648,171	12,402	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.