FIRST FOUNDATION ADVISORS

Endowment

Position in JPM — Jpmorgan Chase & Co

CIK 1086763 Irvine, CA

Back to JPM Full portfolio

Position in JPM

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

Position Value

$32,047,242

+$2,786,854 QoQ

Shares Held

97,905

-1.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

#765

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $36,203,740 across 5 Banks - Diversified names. JPM ranks #1 (88.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	97,905	$32,047,242
2	BAC	Bank Of America Corp /De/	23,067	$1,314,357
3	C	Citigroup Inc	7,281	$1,019,048
4	BNY	Bank of New York Mellon Corp	6,830	$987,686
5	WFC	Wells Fargo & Company/Mn	10,109	$835,407

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,047,242	97,905	-1.6%	Shares	Defined	2026-08-14
2026-03-31	$29,260,388	99,471	+0.4%	Shares	Defined	2026-05-04
2025-12-31	$31,917,179	99,054	-8.3%	Shares	Defined	2026-02-04
2025-09-30	$34,083,472	108,054	-7.1%	Shares	Sole	2025-11-17
2025-06-30	$33,712,183	116,285	-3.5%	Shares	Sole	2025-08-14
2025-03-31	$29,557,422	120,495	-5.5%	Shares	Sole	2025-05-08
2024-12-31	$30,550,319	127,447	-3.3%	Shares	Sole	2025-02-13
2024-09-30	$27,800,835	131,845	-4.8%	Shares	Sole	2024-11-14
2024-06-30	$28,021,504	138,542	-2.5%	Shares	Sole	2024-08-06
2024-03-31	$28,449,409	142,034	-3.9%	Shares	Sole	2024-05-10
2023-12-31	$25,132,274	147,750	-6.8%	Shares	Sole	2024-02-14
2023-09-30	$22,986,830	158,508	-8.3%	Shares	Defined	2023-11-15
2023-06-30	$25,138,575	172,845	-7.2%	Shares	Defined	2023-08-14
2023-03-31	$24,264,633	186,207	-19.7%	Shares	Sole	2023-05-12
2022-12-31	$31,110,663	231,996	-5.7%	Shares	Defined	2023-02-14
2022-09-30	$25,715,777	246,084	-0.8%	Shares	Defined	2022-11-14
2022-06-30	$27,932,121	248,043	+9.5%	Shares	Defined	2022-08-12
2022-03-31	$30,890,929	226,606	+9.5%	Shares	Defined	2022-05-05
2021-12-31	$32,768,949	206,940	-1.3%	Shares	Sole	2022-02-14
2021-09-30	$34,305,986	209,579	+4.1%	Shares	Defined	2021-11-15
2021-06-30	$31,306,935	201,279	+1.0%	Shares	Sole	2021-08-13
2021-03-31	$30,343,701	199,328	-4.5%	Shares	Sole	2021-05-18
2020-12-31	$26,511,249	208,635	+0.1%	Shares	Sole	2021-02-16
2020-09-30	$20,066,326	208,438	+2.2%	Shares	Sole	2020-11-12
2020-06-30	$19,178,739	203,899	-0.9%	Shares	Sole	2020-08-14
2020-03-31	$18,518,630	205,694	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.