FSB PREMIER WEALTH MANAGEMENT, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 887748 WATERLOO, IA

Position in JPM

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

Position Value

$5,554,135

-$93,148 QoQ

Shares Held

16,968

-11.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.19%

of 13F equity value

Holder Rank

#2,004

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FSB PREMIER WEALTH MANAGEMENT, INC. holds $11,522,346 across 5 Banks - Diversified names. JPM ranks #1 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	16,968	$5,554,135
2	WFC	Wells Fargo & Company/Mn	34,847	$2,879,756
3	BNY	Bank of New York Mellon Corp	16,711	$2,416,577
4	BAC	Bank Of America Corp /De/	6,901	$393,218
5	C	Citigroup Inc	1,991	$278,660

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,554,135	16,968	-11.6%	Shares	Sole	2026-08-12
2026-03-31	$5,647,283	19,198	+7.4%	Shares	Sole	2026-05-13
2025-12-31	$5,761,615	17,881	+7.1%	Shares	Sole	2026-02-03
2025-09-30	$5,267,050	16,698	+6.6%	Shares	Sole	2025-10-31
2025-06-30	$4,539,990	15,660	+13.1%	Shares	Sole	2025-08-15
2025-03-31	$3,397,405	13,850	+6.1%	Shares	Sole	2025-05-08
2024-12-31	$3,128,694	13,052	+7.5%	Shares	Sole	2025-02-12
2024-09-30	$2,559,207	12,137	+16.4%	Shares	Sole	2024-11-14
2024-06-30	$2,109,774	10,431	+17.3%	Shares	Sole	2024-08-02
2024-03-31	$1,780,466	8,889	+8.8%	Shares	Sole	2024-05-10
2023-12-31	$1,389,206	8,167	+9.2%	Shares	Sole	2024-02-09
2023-09-30	$1,084,459	7,478	+1.9%	Shares	Sole	2023-11-14
2023-06-30	$1,067,675	7,341	-3.3%	Shares	Sole	2023-08-11
2023-03-31	$988,922	7,589	+25.4%	Shares	Sole	2023-05-04
2022-12-31	$811,305	6,050	+6.6%	Shares	Sole	2023-02-06
2022-09-30	$592,828	5,673	+3.9%	Shares	Sole	2022-11-23
2022-06-30	$614,963	5,461	-0.4%	Shares	Sole	2022-08-01
2022-03-31	$747,306	5,482	+10.3%	Shares	Sole	2022-05-02
2021-12-31	$787,316	4,972	-5.6%	Shares	Sole	2022-02-03
2021-09-30	$861,991	5,266	-9.5%	Shares	Sole	2022-02-23
2021-06-30	$904,931	5,818	+3.3%	Shares	Sole	2022-02-22
2021-03-31	$857,054	5,630	+0.2%	Shares	Sole	2022-02-22
2020-12-31	$714,260	5,621	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.