ProVise Management Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1305707 CLEARWATER, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$34,284,871

+$3,558,389 QoQ

Shares Held

104,741

+0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.85%

of 13F equity value

Holder Rank

#732

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

ProVise Management Group, LLC holds $84,863,298 across 5 Banks - Diversified names. JPM ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	104,741	$34,284,871
2	WFC	Wells Fargo & Company/Mn	344,567	$28,475,016
3	BNY	Bank of New York Mellon Corp	94,228	$13,626,311
4	C	Citigroup Inc	31,859	$4,458,985
5	BAC	Bank Of America Corp /De/	70,518	$4,018,115

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,284,871	104,741	+0.3%	Shares	Sole	2026-08-03
2026-03-31	$30,726,482	104,455	-1.4%	Shares	Sole	2026-05-07
2025-12-31	$34,146,297	105,972	-0.9%	Shares	Sole	2026-01-29
2025-09-30	$33,745,332	106,982	-1.0%	Shares	Sole	2025-11-13
2025-06-30	$31,332,023	108,075	-0.9%	Shares	Sole	2025-08-08
2025-03-31	$26,747,512	109,040	-2.0%	Shares	Sole	2025-05-08
2024-12-31	$26,668,456	111,253	-6.2%	Shares	Sole	2025-02-11
2024-09-30	$24,999,561	118,560	-0.2%	Shares	Sole	2024-11-12
2024-06-30	$24,024,645	118,781	-0.3%	Shares	Sole	2024-08-12
2024-03-31	$23,863,541	119,139	-2.5%	Shares	Sole	2024-05-09
2023-12-31	$20,777,374	122,148	+1.4%	Shares	Sole	2024-02-09
2023-09-30	$17,467,659	120,450	+1.0%	Shares	Sole	2023-11-08
2023-06-30	$17,336,593	119,201	+5.9%	Shares	Sole	2023-08-24
2023-03-31	$14,665,738	112,545	+5.6%	Shares	Sole	2023-05-08
2022-12-31	$14,293,853	106,591	+8.0%	Shares	Sole	2023-02-10
2022-09-30	$10,313,836	98,697	+75.4%	Shares	Sole	2022-11-09
2022-06-30	$6,337,916	56,282	+106.1%	Shares	Sole	2022-08-08
2022-03-31	$3,723,444	27,314	+1.6%	Shares	Sole	2022-04-27
2021-12-31	$4,256,289	26,879	+0.4%	Shares	Sole	2022-01-18
2021-09-30	$4,381,326	26,766	+1.1%	Shares	Sole	2021-10-20
2021-06-30	$4,116,677	26,467	-2.0%	Shares	Sole	2021-08-06
2021-03-31	$4,110,818	27,004	-14.0%	Shares	Sole	2021-04-22
2020-12-31	$3,992,031	31,416	+3.4%	Shares	Sole	2021-01-19
2020-09-30	$2,924,971	30,383	-3.2%	Shares	Sole	2020-10-26
2020-06-30	$2,952,731	31,392	+0.4%	Shares	Sole	2020-08-07
2020-03-31	$2,815,508	31,273	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.