Bnc Wealth Management, LLC / JPM
Bnc Wealth Management, LLC’s Jpmorgan Chase & Co Position
Does Bnc Wealth Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 26.3K shares worth $8M (+2.15% of its 13F portfolio) as of Q1 2026, down from 27.8K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
26.3K
% of Portfolio
+2.15%
Quarters Held
22
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 26.3K | $8M | +2.15% |
| Q4 2025 | 27.8K | $9M | +2.30% |
| Q3 2025 | 27.2K | $9M | +2.16% |
| Q2 2025 | 26.6K | $8M | +2.29% |
| Q1 2025 | 26.0K | $6M | +2.30% |
| Q4 2024 | 24.9K | $6M | +1.96% |
| Q3 2024 | 23.7K | $5M | +1.84% |
| Q2 2024 | 23.2K | $5M | +1.74% |
| Q1 2024 | 6.9K | $1M | +0.59% |
| Q4 2023 | 6.0K | $1M | +0.48% |
| Q3 2023 | 6.0K | $864,644 | +0.46% |
| Q2 2023 | 6.5K | $940,590 | +0.50% |
| Q1 2023 | 29.5K | $4M | +2.15% |
| Q4 2022 | 27.0K | $4M | +2.14% |
| Q3 2022 | 27.2K | $3M | +1.72% |
| Q2 2022 | 29.1K | $3M | +1.71% |
| Q1 2022 | 6.2K | $847,000 | +0.42% |
| Q4 2021 | 6.8K | $1M | +0.51% |
| Q3 2021 | 6.7K | $1M | +0.65% |
| Q2 2021 | 6.6K | $1M | +0.62% |
| Q1 2021 | 6.6K | $1M | +0.71% |
| Q3 2020 | 6.6K | $634,000 | +0.45% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of JPM.