Bragg Financial Advisors, Inc

Position in JPM — Jpmorgan Chase & Co

CIK 1327055 CHARLOTTE, NC

Position in JPM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$29,230,090

-$1,737,829 QoQ

Shares Held

99,368

+3.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 9.057241767973593.ToString("F0")% Shared 0.ToString("F0")% None 90.9427582320264.ToString("F0")%

Financial Services · as of Mar 31, 2026

Bragg Financial Advisors, Inc holds $60,702,162 across 6 Banks - Diversified names. JPM ranks #1 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	99,368	$29,230,090
2	RY	Royal Bank Of Canada	98,555	$15,944,227
3	NTB	Bank of N.T. Butterfield & Son Ltd	155,538	$8,162,634
4	BNY	Bank of New York Mellon Corp	29,056	$3,446,913
5	BAC	Bank Of America Corp /De/	60,895	$2,968,631
6	WFC	Wells Fargo & Company/Mn	11,929	$949,667

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,230,090	99,368	+3.4%	Shares	Sole	2026-05-15
2025-12-31	$30,967,919	96,108	+3.8%	Shares	Sole	2026-02-13
2025-09-30	$29,203,771	92,584	-0.0%	Shares	Sole	2025-11-13
2025-06-30	$26,846,825	92,604	-0.6%	Shares	Sole	2025-08-14
2025-03-31	$22,844,298	93,128	-2.2%	Shares	Sole	2025-05-14
2024-12-31	$22,819,672	95,197	-3.2%	Shares	Sole	2025-02-13
2024-09-30	$20,733,231	98,327	-1.0%	Shares	Sole	2024-11-14
2024-06-30	$20,094,531	99,350	-1.7%	Shares	Sole	2024-08-15
2024-03-31	$20,245,322	101,075	-1.1%	Shares	Sole	2024-05-14
2023-12-31	$17,381,328	102,183	-1.4%	Shares	Sole	2024-02-14
2023-09-30	$15,028,567	103,631	-1.2%	Shares	Sole	2023-11-14
2023-06-30	$15,253,165	104,876	+1.4%	Shares	Sole	2023-08-15
2023-03-31	$13,481,351	103,456	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$13,771,399	102,695	+3.5%	Shares	Sole	2023-02-15
2022-09-30	$10,369,117	99,226	+2.2%	Shares	Sole	2022-11-14
2022-06-30	$10,928,687	97,049	+4.7%	Shares	Sole	2022-08-15
2022-03-31	$12,639,726	92,721	+5.8%	Shares	Sole	2022-05-11
2021-12-31	$13,873,676	87,614	0.0%	Shares	Sole	2022-02-14
2021-09-30	$14,341,535	87,614	+1.1%	Shares	Sole	2021-11-15
2021-06-30	$13,478,629	86,657	+1.5%	Shares	Sole	2021-08-16
2021-03-31	$12,993,134	85,352	+2.3%	Shares	Sole	2021-05-14
2020-12-31	$10,599,798	83,417	+2.8%	Shares	Sole	2021-02-11
2020-09-30	$7,810,770	81,134	+1.9%	Shares	Sole	2020-11-13
2020-06-30	$7,486,235	79,590	+4.9%	Shares	Sole	2020-08-14
2020-03-31	$6,831,026	75,875	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.