TCV Trust & Wealth Management, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1135439 RICHMOND, VA

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$27,242,693

+$2,312,634 QoQ

Shares Held

83,227

-1.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.08%

of 13F equity value

Holder Rank

#838

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCV Trust & Wealth Management, Inc. holds $29,880,492 across 5 Banks - Diversified names. JPM ranks #1 (91.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	83,227	$27,242,693
2	BNY	Bank of New York Mellon Corp	8,403	$1,215,156
3	BAC	Bank Of America Corp /De/	15,351	$874,699
4	WFC	Wells Fargo & Company/Mn	3,665	$302,875
5	C	Citigroup Inc	1,751	$245,069

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,242,693	83,227	-1.8%	Shares	Sole	2026-07-24
2026-03-31	$24,930,059	84,750	-2.4%	Shares	Sole	2026-04-21
2025-12-31	$27,976,428	86,824	-0.1%	Shares	Sole	2026-01-23
2025-09-30	$27,403,927	86,878	-2.3%	Shares	Sole	2025-10-23
2025-06-30	$25,775,027	88,907	-0.2%	Shares	Sole	2025-07-11
2025-03-31	$21,850,342	89,076	-3.1%	Shares	Sole	2025-04-24
2024-12-31	$22,041,334	91,950	-3.2%	Shares	Sole	2025-01-29
2024-09-30	$20,031,066	94,997	-2.7%	Shares	Sole	2024-10-24
2024-06-30	$19,742,395	97,609	-1.6%	Shares	Sole	2024-07-26
2024-03-31	$19,870,761	99,205	-2.9%	Shares	Sole	2024-04-16
2023-12-31	$17,370,612	102,120	-2.9%	Shares	Sole	2024-01-25
2023-09-30	$15,259,148	105,221	+2.6%	Shares	Sole	2023-10-19
2023-06-30	$14,909,344	102,512	-1.3%	Shares	Sole	2023-07-31
2023-03-31	$13,529,565	103,826	+0.7%	Shares	Sole	2023-04-21
2022-12-31	$13,829,061	103,125	+0.9%	Shares	Sole	2023-02-01
2022-09-30	$10,678,332	102,185	+4.0%	Shares	Sole	2022-11-14
2022-06-30	$11,062,467	98,237	+3.6%	Shares	Sole	2022-07-22
2022-03-31	$12,929,678	94,848	+3.2%	Shares	Sole	2022-04-21
2021-12-31	$14,546,505	91,863	+0.7%	Shares	Sole	2022-01-26
2021-09-30	$14,935,402	91,242	+1.2%	Shares	Sole	2021-10-27
2021-06-30	$14,029,240	90,197	-2.4%	Shares	Sole	2021-08-02
2021-03-31	$14,069,704	92,424	-1.4%	Shares	Sole	2021-05-07
2020-12-31	$11,908,999	93,720	-0.7%	Shares	Sole	2021-02-02
2020-09-30	$9,082,785	94,347	-0.3%	Shares	Sole	2020-11-02
2020-06-30	$8,899,956	94,620	+8.0%	Shares	Sole	2020-07-29
2020-03-31	$7,885,367	87,586	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.