EVERETT HARRIS & CO /CA/

Position in JPM — Jpmorgan Chase & Co

CIK 1009254 LOS ANGELES, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$10,079,472

+$1,857,995 QoQ

Shares Held

30,793

+10.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,439

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVERETT HARRIS & CO /CA/ holds $172,877,873 across 4 Banks - Diversified names. JPM ranks #2 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	2,753,848	$156,914,259
2	JPM	Jpmorgan Chase & Co This page	30,793	$10,079,472
3	C	Citigroup Inc	26,479	$3,706,000
4	WFC	Wells Fargo & Company/Mn	26,357	$2,178,142

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,079,472	30,793	+10.2%	Shares	Sole	2026-08-03
2026-03-31	$8,221,477	27,949	+4.2%	Shares	Sole	2026-05-11
2025-12-31	$8,640,329	26,815	+2.4%	Shares	Sole	2026-02-11
2025-09-30	$8,256,064	26,174	-5.9%	Shares	Sole	2025-11-03
2025-06-30	$8,067,615	27,828	+5.4%	Shares	Sole	2025-08-08
2025-03-31	$6,475,674	26,399	+0.7%	Shares	Sole	2025-05-12
2024-12-31	$6,285,196	26,220	+36.2%	Shares	Sole	2025-01-24
2024-09-30	$4,058,844	19,249	+3.2%	Shares	Sole	2024-10-18
2024-06-30	$3,771,946	18,649	+4.8%	Shares	Sole	2024-08-02
2024-03-31	$3,563,337	17,790	+0.8%	Shares	Sole	2024-04-19
2023-12-31	$3,001,244	17,644	-0.6%	Shares	Sole	2024-01-18
2023-09-30	$2,572,944	17,742	-2.2%	Shares	Sole	2023-10-24
2023-06-30	$2,638,863	18,144	+1.6%	Shares	Sole	2023-07-27
2023-03-31	$2,326,424	17,853	-0.3%	Shares	Sole	2023-04-25
2022-12-31	$2,401,731	17,910	-5.9%	Shares	Sole	2023-01-20
2022-09-30	$1,989,784	19,041	-0.5%	Shares	Sole	2022-10-21
2022-06-30	$2,155,242	19,139	+2.7%	Shares	Sole	2022-07-22
2022-03-31	$2,539,368	18,628	+6.4%	Shares	Sole	2022-04-22
2021-12-31	$2,772,550	17,509	-2.7%	Shares	Sole	2022-02-02
2021-09-30	$2,944,619	17,989	+8.1%	Shares	Sole	2021-11-03
2021-06-30	$2,588,030	16,639	-7.1%	Shares	Sole	2021-07-29
2021-03-31	$2,726,287	17,909	-4.6%	Shares	Sole	2021-05-13
2020-12-31	$2,385,866	18,776	-0.3%	Shares	Sole	2021-02-04
2020-09-30	$1,813,823	18,841	+4.7%	Shares	Sole	2020-11-03
2020-06-30	$1,692,233	17,991	-3.2%	Shares	Sole	2020-07-29
2020-03-31	$1,672,487	18,577	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.