PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in JPM — Jpmorgan Chase & Co

CIK 12600 DES MOINES, IA

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$34,888,140

+$4,709,089 QoQ

Shares Held

106,584

+3.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#725

of 5,048 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $82,218,466 across 16 Banks - Diversified names. JPM ranks #1 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	106,584	$34,888,140
2	WFC	Wells Fargo & Company/Mn	127,938	$10,572,796
3	BAC	Bank Of America Corp /De/	152,562	$8,692,982
4	C	Citigroup Inc	55,851	$7,816,905
5	BNY	Bank of New York Mellon Corp	27,970	$4,044,741
6	SAN	Banco Santander, S.A.	182,009	$2,511,724
7	TD	Toronto Dominion Bank	19,208	$2,332,427
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	92,822	$2,188,742

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,888,140	106,584	+3.9%	Shares	Sole	2026-08-04
2026-03-31	$30,179,051	102,594	+5.8%	Shares	Sole	2026-05-13
2025-12-31	$31,233,429	96,932	+5.4%	Shares	Sole	2026-02-12
2025-09-30	$29,009,466	91,968	+4.3%	Shares	Sole	2025-11-12
2025-06-30	$25,574,410	88,215	+13.8%	Shares	Sole	2025-08-11
2025-03-31	$19,016,391	77,523	+0.4%	Shares	Sole	2025-04-30
2024-12-31	$18,503,934	77,193	+5.7%	Shares	Sole	2025-01-30
2024-09-30	$15,402,268	73,045	+8.4%	Shares	Sole	2024-10-28
2024-06-30	$13,624,233	67,360	+10.3%	Shares	Sole	2024-07-31
2024-03-31	$12,233,923	61,078	+7.8%	Shares	Sole	2024-05-10
2023-12-31	$9,636,165	56,650	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.