BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Position in JPM — Jpmorgan Chase & Co

CIK 1121477 CLEVELAND, OH

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,885,024

+$996,986 QoQ

Shares Held

36,309

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.54%

of 13F equity value

Holder Rank

#1,319

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

BOYD WATTERSON ASSET MANAGEMENT LLC/OH holds $19,133,632 across 7 Banks - Diversified names. JPM ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	36,309	$11,885,024
2	C	Citigroup Inc	44,384	$6,211,984
3	BAC	Bank Of America Corp /De/	8,307	$473,332
4	WFC	Wells Fargo & Company/Mn	5,411	$447,165
5	MUFG	Mitsubishi Ufj Financial Group Inc	2,238	$44,513
6	HSBC	Hsbc Holdings PLC	416	$39,557
7	TD	Toronto Dominion Bank	264	$32,057

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,885,024	36,309	-1.9%	Shares	Sole	2026-08-07
2026-03-31	$10,888,038	37,014	-0.7%	Shares	Sole	2026-04-27
2025-12-31	$12,006,561	37,262	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$11,738,727	37,215	-2.0%	Shares	Sole	2025-11-05
2025-06-30	$11,009,912	37,977	+1.8%	Shares	Sole	2025-08-01
2025-03-31	$9,147,972	37,293	-4.4%	Shares	Sole	2025-05-06
2024-12-31	$9,346,532	38,991	-0.1%	Shares	Sole	2025-02-03
2024-09-30	$8,228,389	39,023	-9.1%	Shares	Sole	2024-10-22
2024-06-30	$8,687,269	42,951	-2.8%	Shares	Sole	2024-08-14
2024-03-31	$8,852,058	44,194	+0.3%	Shares	Sole	2024-04-29
2023-12-31	$7,493,755	44,055	-0.3%	Shares	Sole	2024-02-02
2023-09-30	$6,406,258	44,175	-0.2%	Shares	Sole	2023-10-23
2023-06-30	$6,436,156	44,253	+1.6%	Shares	Sole	2023-07-27
2023-03-31	$5,674,348	43,545	+1.7%	Shares	Sole	2023-04-19
2022-12-31	$5,742,027	42,819	+0.0%	Shares	Sole	2023-01-18
2022-09-30	$4,472,391	42,798	+0.3%	Shares	Sole	2022-10-18
2022-06-30	$4,807,320	42,690	-0.8%	Shares	Sole	2022-07-22
2022-03-31	$5,869,121	43,054	+1.4%	Shares	Sole	2022-04-27
2021-12-31	$6,721,799	42,449	-0.8%	Shares	Sole	2022-01-26
2021-09-30	$7,006,095	42,801	+0.7%	Shares	Sole	2021-10-21
2021-06-30	$6,613,716	42,521	+0.1%	Shares	Sole	2021-07-19
2021-03-31	$6,469,166	42,496	-0.1%	Shares	Sole	2021-04-27
2020-12-31	$5,405,684	42,541	+1.0%	Shares	Sole	2021-01-20
2020-09-30	$4,053,063	42,101	+25.4%	Shares	Sole	2020-10-23
2020-06-30	$3,159,005	33,585	+0.1%	Shares	Sole	2020-07-15
2020-03-31	$3,019,876	33,543	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.