COURIER CAPITAL LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1015247 BUFFALO, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$24,506,542

+$1,941,529 QoQ

Shares Held

74,868

-2.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.76%

of 13F equity value

Holder Rank

#890

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

COURIER CAPITAL LLC holds $48,290,559 across 6 Banks - Diversified names. JPM ranks #1 (50.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	74,868	$24,506,542
2	BAC	Bank Of America Corp /De/	190,392	$10,848,536
3	C	Citigroup Inc	55,977	$7,834,540
4	WFC	Wells Fargo & Company/Mn	31,209	$2,579,111
5	BNY	Bank of New York Mellon Corp	12,661	$1,830,907
6	HSBC	Hsbc Holdings PLC	7,266	$690,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,506,542	74,868	-2.4%	Shares	Sole	2026-07-16
2026-03-31	$22,565,013	76,710	-2.2%	Shares	Sole	2026-04-23
2025-12-31	$25,284,925	78,471	-3.1%	Shares	Sole	2026-01-29
2025-09-30	$25,532,796	80,946	-2.5%	Shares	Sole	2025-10-29
2025-06-30	$24,079,634	83,059	-1.9%	Shares	Sole	2025-07-28
2025-03-31	$20,763,418	84,645	+0.1%	Shares	Sole	2025-04-14
2024-12-31	$20,278,986	84,598	-7.7%	Shares	Sole	2025-01-13
2024-09-30	$19,316,041	91,606	-0.6%	Shares	Sole	2024-10-22
2024-06-30	$18,631,584	92,117	-1.0%	Shares	Sole	2024-07-23
2024-03-31	$18,642,121	93,071	-2.0%	Shares	Sole	2024-04-16
2023-12-31	$16,161,371	95,011	-0.3%	Shares	Sole	2024-01-17
2023-09-30	$13,822,291	95,313	-3.4%	Shares	Sole	2023-10-13
2023-06-30	$14,348,528	98,656	+24.4%	Shares	Sole	2023-07-31
2023-03-31	$10,334,364	79,306	-2.2%	Shares	Sole	2023-05-18
2022-12-31	$10,876,985	81,111	-0.7%	Shares	Sole	2023-01-24
2022-09-30	$8,532,738	81,653	+1.4%	Shares	Sole	2022-10-18
2022-06-30	$9,065,780	80,506	+0.7%	Shares	Sole	2022-07-20
2022-03-31	$10,901,783	79,972	-5.2%	Shares	Sole	2022-05-02
2021-12-31	$13,364,264	84,397	-2.8%	Shares	Sole	2022-01-18
2021-09-30	$14,210,419	86,813	-0.5%	Shares	Sole	2021-10-14
2021-06-30	$13,573,042	87,264	-1.2%	Shares	Sole	2021-07-12
2021-03-31	$13,447,541	88,337	-0.7%	Shares	Sole	2021-04-12
2020-12-31	$11,307,323	88,985	+0.8%	Shares	Sole	2021-02-10
2020-09-30	$8,501,507	88,309	-0.7%	Shares	Sole	2020-11-09
2020-06-30	$8,362,498	88,906	+0.4%	Shares	Sole	2020-07-06
2020-03-31	$7,975,217	88,584	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.