BOURGEON CAPITAL MANAGEMENT LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1088731 Darien, CT

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$29,038,098

+$1,140,847 QoQ

Shares Held

88,712

-6.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.58%

of 13F equity value

Holder Rank

#808

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BOURGEON CAPITAL MANAGEMENT LLC holds $64,381,803 across 3 Banks - Diversified names. JPM ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	88,712	$29,038,098
2	C	Citigroup Inc	129,197	$18,082,412
3	BAC	Bank Of America Corp /De/	302,936	$17,261,293

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,038,098	88,712	-6.5%	Shares	Sole	2026-07-22
2026-03-31	$27,897,251	94,837	+7.9%	Shares	Sole	2026-04-13
2025-12-31	$28,308,315	87,854	-1.5%	Shares	Sole	2026-01-15
2025-09-30	$28,134,463	89,194	-3.3%	Shares	Sole	2025-10-21
2025-06-30	$26,727,962	92,194	-2.5%	Shares	Sole	2025-07-18
2025-03-31	$23,192,869	94,549	-24.7%	Shares	Sole	2025-04-09
2024-12-31	$30,088,399	125,520	-1.7%	Shares	Sole	2025-01-17
2024-09-30	$26,916,068	127,649	-1.0%	Shares	Sole	2024-10-16
2024-06-30	$26,083,247	128,959	+0.2%	Shares	Sole	2024-07-11
2024-03-31	$25,775,605	128,685	+0.8%	Shares	Sole	2024-04-19
2023-12-31	$21,710,713	127,635	-1.1%	Shares	Sole	2024-01-30
2023-09-30	$18,717,006	129,065	-1.5%	Shares	Sole	2023-11-01
2023-06-30	$19,050,167	130,983	-1.4%	Shares	Sole	2023-07-20
2023-03-31	$17,307,904	132,821	+0.6%	Shares	Sole	2023-04-17
2022-12-31	$17,704,418	132,024	+1.2%	Shares	Sole	2023-01-20
2022-09-30	$13,637,250	130,500	+3.5%	Shares	Sole	2022-10-27
2022-06-30	$14,196,179	126,065	+3.9%	Shares	Sole	2022-07-27
2022-03-31	$16,536,842	121,309	+7.0%	Shares	Sole	2022-05-03
2021-12-31	$17,954,831	113,387	-2.3%	Shares	Sole	2022-01-31
2021-09-30	$18,989,185	116,007	-0.5%	Shares	Sole	2021-11-09
2021-06-30	$18,136,430	116,603	+1.6%	Shares	Sole	2021-07-19
2021-03-31	$17,470,067	114,761	-0.2%	Shares	Sole	2021-05-13
2020-12-31	$14,606,061	114,945	-0.3%	Shares	Sole	2021-01-29
2020-09-30	$11,103,974	115,342	+0.1%	Shares	Sole	2020-10-28
2020-06-30	$10,840,791	115,254	+28.8%	Shares	Sole	2020-07-27
2020-03-31	$8,054,714	89,467	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.