SEC 13F Intelligence

Buck Wealth Strategies, LLC / JPM

Buck Wealth Strategies, LLC’s Jpmorgan Chase & Co Position

Does Buck Wealth Strategies, LLC own Jpmorgan Chase & Co (JPM)? Yes — 55.9K shares worth $16M (+2.03% of its 13F portfolio) as of Q1 2026, up from 54.5K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
55.9K
% of Portfolio
+2.03%
Quarters Held
11
currently held

Position History JPM

Reported value by quarter
Q3 ’23: $6MQ3 ’23Q4 ’23: $8MQ1 ’24: $623,186Q1 ’24Q2 ’24: $9MQ3 ’24: $9MQ3 ’24Q4 ’24: $10MQ1 ’25: $10MQ1 ’25Q2 ’25: $15MQ3 ’25: $17MQ3 ’25Q4 ’25: $18MQ1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202655.9K$16M+2.03%
Q4 202554.5K$18M+2.23%
Q3 202552.5K$17M+2.27%
Q2 202552.2K$15M+2.31%
Q1 202540.5K$10M+1.81%
Q4 202441.3K$10M+2.06%
Q3 202440.6K$9M+2.70%
Q2 202445.6K$9M+2.72%
Q1 20243.1K$623,186+0.21%
Q4 202347.0K$8M+2.96%
Q3 202342.1K$6M+2.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Buck Wealth Strategies, LLC’s full portfolio or all institutional holders of JPM.