BRADLEY FOSTER & SARGENT INC/CT

Position in JPM — Jpmorgan Chase & Co

CIK 1015086 HARTFORD, CT

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$317,995,530

+$34,673,856 QoQ

Shares Held

971,483

+0.9% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

4.89%

of 13F equity value

Holder Rank

#192

of 5,056 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $355,506,142 across 6 Banks - Diversified names. JPM ranks #1 (89.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	971,483	$317,995,530
2	BAC	Bank Of America Corp /De/	300,964	$17,148,928
3	BNY	Bank of New York Mellon Corp	96,220	$13,914,374
4	WFC	Wells Fargo & Company/Mn	62,290	$5,147,645
5	C	Citigroup Inc	7,368	$1,031,225
6	RY	Royal Bank Of Canada	1,297	$268,440

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,995,530	971,483	+0.9%	Shares	Sole	2026-08-14
2026-03-31	$283,321,674	963,155	-1.6%	Shares	Sole	2026-05-15
2025-12-31	$315,412,135	978,872	-0.9%	Shares	Sole	2026-02-12
2025-09-30	$311,602,256	987,865	-1.3%	Shares	Sole	2025-11-10
2025-06-30	$290,303,987	1,001,359	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$245,414,800	1,000,468	-5.2%	Shares	Sole	2025-05-13
2024-12-31	$253,000,720	1,055,445	+0.2%	Shares	Sole	2025-02-03
2024-09-30	$222,197,731	1,053,769	+0.9%	Shares	Sole	2024-11-04
2024-06-30	$211,188,160	1,044,142	-0.7%	Shares	Sole	2024-08-09
2024-03-31	$210,700,176	1,051,923	-1.7%	Shares	Sole	2024-05-15
2023-12-31	$182,011,592	1,070,027	+0.6%	Shares	Sole	2024-02-14
2023-09-30	$154,246,752	1,063,624	0.0%	Shares	Sole	2023-11-13
2023-06-30	$154,693,474	1,063,624	+9.7%	Shares	Sole	2023-08-08
2023-03-31	$126,370,859	969,771	+0.3%	Shares	Sole	2023-05-08
2022-12-31	$129,697,497	967,170	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$101,371,374	970,061	+1.5%	Shares	Sole	2022-11-14
2022-06-30	$107,641,196	955,876	+0.7%	Shares	Sole	2022-08-11
2022-03-31	$129,403,395	949,262	+2.0%	Shares	Sole	2022-05-16
2021-12-31	$147,326,623	930,386	+2.0%	Shares	Sole	2022-03-11
2021-09-30	$149,343,389	912,355	-0.1%	Shares	Sole	2021-11-10
2021-06-30	$142,120,319	913,722	+0.4%	Shares	Sole	2021-08-19
2021-03-31	$138,576,034	910,307	+0.0%	Shares	Sole	2021-04-26
2020-12-31	$115,663,180	910,232	+1.1%	Shares	Sole	2021-02-11
2020-09-30	$86,672,554	900,307	+3.8%	Shares	Sole	2020-10-26
2020-03-31	$78,063,482	867,083	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.