Edgemoor Investment Advisors, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1313792 BETHESDA, MD

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,334,517

+$233,038 QoQ

Shares Held

7,132

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,835

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

Edgemoor Investment Advisors, Inc. holds $26,403,650 across 5 Banks - Diversified names. JPM ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	147,759	$20,680,349
2	BNY	Bank of New York Mellon Corp	18,610	$2,691,192
3	JPM	Jpmorgan Chase & Co This page	7,132	$2,334,517
4	BAC	Bank Of America Corp /De/	8,031	$457,606
5	WFC	Wells Fargo & Company/Mn	2,904	$239,986

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,334,517	7,132	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$2,101,479	7,144	+1.4%	Shares	Sole	2026-05-13
2025-12-31	$2,270,362	7,046	-17.9%	Shares	Sole	2026-02-10
2025-09-30	$2,707,335	8,583	+18.3%	Shares	Sole	2025-11-06
2025-06-30	$2,103,007	7,254	+3.3%	Shares	Sole	2025-08-11
2025-03-31	$1,723,232	7,025	-2.1%	Shares	Sole	2025-05-05
2024-12-31	$1,720,158	7,176	+5.7%	Shares	Sole	2025-02-10
2024-09-30	$1,431,106	6,787	-3.7%	Shares	Sole	2024-11-12
2024-06-30	$1,425,528	7,048	+0.0%	Shares	Sole	2024-08-07
2024-03-31	$1,411,514	7,047	+7.9%	Shares	Sole	2024-05-09
2023-12-31	$1,111,263	6,533	+0.0%	Shares	Sole	2024-02-07
2023-09-30	$947,270	6,532	+0.0%	Shares	Sole	2023-11-09
2023-06-30	$949,868	6,531	+0.0%	Shares	Sole	2023-08-09
2023-03-31	$850,924	6,530	-7.2%	Shares	Sole	2023-05-09
2022-12-31	$943,125	7,033	+32.7%	Shares	Sole	2023-02-07
2022-09-30	$553,850	5,300	+0.0%	Shares	Sole	2022-11-08
2022-06-30	$596,720	5,299	-1.0%	Shares	Sole	2022-08-04
2022-03-31	$729,993	5,355	+39.5%	Shares	Sole	2022-05-12
2021-12-31	$608,064	3,840	+2.3%	Shares	Sole	2022-02-09
2021-09-30	$614,164	3,752	-10.7%	Shares	Sole	2021-11-02
2021-06-30	$653,579	4,202	0.0%	Shares	Sole	2021-08-11
2021-03-31	$639,670	4,202	+0.9%	Shares	Sole	2021-05-12
2020-12-31	$529,246	4,165	-2.3%	Shares	Sole	2021-02-11
2020-09-30	$410,302	4,262	-1.6%	Shares	Sole	2020-11-10
2020-06-30	$407,373	4,331	0.0%	Shares	Sole	2020-08-05
2020-03-31	$389,919	4,331	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.