&PARTNERS

Position in JPM — Jpmorgan Chase & Co

CIK 107136 NASHVILLE, TN

Position in JPM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$275,515,550

-$18,992,241 QoQ

Shares Held

936,618

+2.5% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

2.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

&PARTNERS holds $400,697,332 across 17 Banks - Diversified names. JPM ranks #1 (68.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	936,618	$275,515,550
2	BAC	Bank Of America Corp /De/	710,275	$34,625,906
3	C	Citigroup Inc	188,343	$21,359,979
4	BNY	Bank of New York Mellon Corp	162,314	$19,255,309
5	WFC	Wells Fargo & Company/Mn	192,563	$15,329,940
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	366,517	$7,238,710
7	RY	Royal Bank Of Canada	32,993	$5,337,607
8	ING	Ing Groep NV	186,140	$4,848,947

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$275,515,550	936,618	+2.5%	Shares	Sole	2026-05-15
2025-12-31	$294,507,791	913,996	+21.9%	Shares	Sole	2026-02-17
2025-09-30	$236,504,682	749,785	+9.0%	Shares	Sole	2025-11-14
2025-06-30	$199,447,353	687,963	+22.0%	Shares	Sole	2025-08-14
2025-03-31	$138,364,163	564,061	+8.7%	Shares	Sole	2025-05-15
2024-12-31	$124,352,918	518,764	+62.9%	Shares	Sole	2025-02-14
2024-09-30	$67,141,619	318,418	+112.3%	Shares	Sole	2024-11-14
2024-06-30	$30,340,415	150,007	+395.7%	Shares	Sole	2024-07-24
2024-03-31	$6,061,078	30,260	+56.7%	Shares	Sole	2024-04-11
2023-12-31	$3,283,950	19,306	+197.7%	Shares	Sole	2024-01-09
2023-09-30	$940,309	6,484	+5.0%	Shares	Sole	2023-10-06
2023-06-30	$897,946	6,174	-3.1%	Shares	Sole	2023-07-05
2023-03-31	$830,595	6,374	-0.3%	Shares	Sole	2023-04-06
2022-12-31	$857,569	6,395	-1.4%	Shares	Sole	2023-01-10
2022-09-30	$677,996	6,488	+4.7%	Shares	Sole	2022-10-11
2022-06-30	$697,956	6,198	+5.2%	Shares	Sole	2022-07-06
2022-03-31	$803,197	5,892	+23.9%	Shares	Sole	2022-04-26
2021-12-31	$753,270	4,757	-2.1%	Shares	Sole	2022-01-12
2021-09-30	$795,042	4,857	+3.4%	Shares	Sole	2021-10-07
2021-06-30	$730,882	4,699	+3.9%	Shares	Sole	2021-07-12
2021-03-31	$688,688	4,524	0.0%	Shares	Sole	2021-04-09
2020-12-31	$574,864	4,524	0.0%	Shares	Sole	2021-01-11
2020-09-30	$435,525	4,524	-8.7%	Shares	Sole	2020-10-05
2020-06-30	$465,973	4,954	-17.7%	Shares	Sole	2020-07-07
2020-03-31	$541,620	6,016	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.