VAUGHAN DAVID INVESTMENTS LLC/IL

Position in JPM — Jpmorgan Chase & Co

CIK 1063571 PEORIA, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$107,968,491

+$10,716,254 QoQ

Shares Held

329,846

-0.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

3.02%

of 13F equity value

Holder Rank

#387

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

VAUGHAN DAVID INVESTMENTS LLC/IL holds $175,949,070 across 5 Banks - Diversified names. JPM ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	329,846	$107,968,491
2	C	Citigroup Inc	471,916	$66,049,363
3	BNY	Bank of New York Mellon Corp	8,905	$1,287,752
4	BAC	Bank Of America Corp /De/	6,163	$351,167
5	WFC	Wells Fargo & Company/Mn	3,537	$292,297

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$107,968,491	329,846	-0.2%	Shares	Sole	2026-08-11
2026-03-31	$97,252,237	330,610	-0.5%	Shares	Sole	2026-05-12
2025-12-31	$107,094,650	332,365	-2.5%	Shares	Sole	2026-02-12
2025-09-30	$107,472,994	340,719	-2.6%	Shares	Sole	2025-10-29
2025-06-30	$101,364,132	349,640	-0.8%	Shares	Sole	2025-07-31
2025-03-31	$86,416,982	352,291	-2.4%	Shares	Sole	2025-05-13
2024-12-31	$86,503,668	360,868	-1.4%	Shares	Sole	2025-02-04
2024-09-30	$77,202,171	366,130	-0.8%	Shares	Sole	2024-11-04
2024-06-30	$74,667,515	369,166	-1.6%	Shares	Sole	2024-08-07
2024-03-31	$75,154,563	375,210	+0.3%	Shares	Sole	2024-05-13
2023-12-31	$63,620,631	374,019	+0.4%	Shares	Sole	2024-01-29
2023-09-30	$54,020,965	372,507	+0.6%	Shares	Sole	2023-11-07
2023-06-30	$53,847,123	370,236	+0.4%	Shares	Sole	2023-08-02
2023-03-31	$48,074,616	368,925	-0.3%	Shares	Sole	2023-05-02
2022-12-31	$49,617,134	370,001	+0.1%	Shares	Sole	2023-02-07
2022-09-30	$38,643,786	369,797	+1.3%	Shares	Sole	2022-11-14
2022-06-30	$41,115,037	365,110	+2.8%	Shares	Sole	2022-08-11
2022-03-31	$48,401,915	355,061	+0.4%	Shares	Sole	2022-05-09
2021-12-31	$55,992,084	353,597	-0.1%	Shares	Sole	2022-02-10
2021-09-30	$57,924,489	353,867	-1.1%	Shares	Sole	2021-11-04
2021-06-30	$55,650,812	357,791	+0.3%	Shares	Sole	2021-08-11
2021-03-31	$54,284,913	356,598	-1.1%	Shares	Sole	2021-05-14
2020-12-31	$45,828,049	360,652	-0.5%	Shares	Sole	2021-02-12
2020-09-30	$34,894,601	362,466	+0.4%	Shares	Sole	2020-11-12
2020-06-30	$33,962,432	361,072	+1.8%	Shares	Sole	2020-08-07
2020-03-31	$31,925,718	354,612	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.