STEEL GROVE CAPITAL ADVISORS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1166308 MEMPHIS, TN

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,523,680

+$855,367 QoQ

Shares Held

22,985

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#1,710

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

STEEL GROVE CAPITAL ADVISORS, LLC holds $8,349,639 across 3 Banks - Diversified names. JPM ranks #1 (90.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	22,985	$7,523,680
2	C	Citigroup Inc	2,994	$419,040
3	WFC	Wells Fargo & Company/Mn	4,924	$406,919

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,523,680	22,985	+1.4%	Shares	Sole	2026-07-28
2026-03-31	$6,668,313	22,669	-0.9%	Shares	Sole	2026-05-07
2025-12-31	$7,373,682	22,884	-7.7%	Shares	Sole	2026-02-09
2025-09-30	$7,820,140	24,792	0.0%	Shares	Sole	2025-11-14
2025-06-30	$7,187,448	24,792	-7.5%	Shares	Sole	2025-07-30
2025-03-31	$6,572,077	26,792	-0.1%	Shares	Sole	2025-04-21
2024-12-31	$6,431,898	26,832	-2.8%	Shares	Sole	2025-02-14
2024-09-30	$5,817,838	27,591	0.0%	Shares	Sole	2024-11-07
2024-06-30	$5,580,555	27,591	-9.4%	Shares	Sole	2024-08-14
2024-03-31	$6,100,336	30,456	-4.2%	Shares	Sole	2024-05-15
2023-12-31	$5,410,370	31,807	-8.6%	Shares	Sole	2024-01-18
2023-09-30	$5,043,940	34,781	+0.5%	Shares	Sole	2023-10-10
2023-06-30	$5,033,678	34,610	+3.4%	Shares	Sole	2023-07-13
2023-03-31	$4,360,172	33,460	+5.7%	Shares	Sole	2023-04-14
2022-12-31	$4,244,130	31,649	+1.3%	Shares	Sole	2023-02-15
2022-09-30	$3,265,520	31,249	+1.8%	Shares	Sole	2022-10-31
2022-06-30	$3,455,663	30,687	-0.4%	Shares	Sole	2022-07-20
2022-03-31	$4,198,247	30,797	-38.9%	Shares	Sole	2022-05-05
2021-12-31	$7,987,015	50,439	-0.7%	Shares	Sole	2022-03-08
2021-09-30	$8,311,196	50,774	-0.5%	Shares	Sole	2021-10-19
2021-06-30	$7,936,272	51,024	-12.7%	Shares	Sole	2021-07-29
2021-03-31	$8,900,431	58,467	0.0%	Shares	Sole	2021-05-17
2020-12-31	$7,429,401	58,467	0.0%	Shares	Sole	2021-02-16
2020-09-30	$5,628,618	58,467	-0.3%	Shares	Sole	2020-11-16
2020-06-30	$5,518,500	58,670	-0.0%	Shares	Sole	2020-08-14
2020-03-31	$5,284,220	58,694	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.