DENALI ADVISORS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1142941 SAN DIEGO, CA

Position in JPM

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$5,227,223

-$337,516 QoQ

Shares Held

17,770

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.61%

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

DENALI ADVISORS LLC holds $15,153,178 across 6 Banks - Diversified names. JPM ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTB	Bank of N.T. Butterfield & Son Ltd	154,869	$8,127,525
2	JPM	Jpmorgan Chase & Co This page	17,770	$5,227,223
3	BAC	Bank Of America Corp /De/	21,600	$1,053,000
4	MUFG	Mitsubishi Ufj Financial Group Inc	17,371	$294,785
5	BNY	Bank of New York Mellon Corp	1,900	$225,397
6	BCS	Barclays PLC	10,645	$225,248

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,227,223	17,770	+2.9%	Shares	Sole	2026-05-08
2025-12-31	$5,564,739	17,270	+0.6%	Shares	Sole	2026-02-03
2025-09-30	$5,415,933	17,170	-1.2%	Shares	Sole	2025-11-07
2025-06-30	$5,035,736	17,370	-4.4%	Shares	Sole	2025-07-30
2025-03-31	$4,457,101	18,170	-2.2%	Shares	Sole	2025-05-05
2024-12-31	$4,451,414	18,570	-2.1%	Shares	Sole	2025-02-04
2024-09-30	$4,000,014	18,970	+216.2%	Shares	Sole	2024-11-13
2024-06-30	$1,213,560	6,000	-1.6%	Shares	Sole	2024-08-09
2024-03-31	$1,221,830	6,100	-9.0%	Shares	Sole	2024-04-19
2023-12-31	$1,139,670	6,700	-5.6%	Shares	Sole	2024-01-19
2023-09-30	$1,029,642	7,100	0.0%	Shares	Sole	2023-10-19
2023-06-30	$1,032,624	7,100	+1.4%	Shares	Sole	2023-07-18
2023-03-31	$912,170	7,000	-5.4%	Shares	Sole	2023-04-21
2022-12-31	$992,340	7,400	-10.8%	Shares	Sole	2023-02-09
2022-09-30	$867,350	8,300	+5.1%	Shares	Sole	2022-10-25
2022-06-30	$889,619	7,900	+11.3%	Shares	Sole	2022-07-20
2022-03-31	$967,872	7,100	+12.7%	Shares	Sole	2022-04-19
2021-12-31	$997,605	6,300	-3.1%	Shares	Sole	2022-01-21
2021-09-30	$1,063,985	6,500	+75.7%	Shares	Sole	2021-10-12
2021-06-30	$575,498	3,700	-78.5%	Shares	Sole	2021-08-20
2021-03-31	$2,618,356	17,200	-78.6%	Shares	Sole	2021-04-26
2020-12-31	$10,229,135	80,500	-15.5%	Shares	Sole	2021-01-20
2020-09-30	$9,174,531	95,300	+4.6%	Shares	Sole	2020-10-16
2020-06-30	$8,568,866	91,100	-11.2%	Shares	Sole	2020-07-23
2020-03-31	$9,237,078	102,600	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.