Estabrook Capital Management

Position in JPM — Jpmorgan Chase & Co

CIK 1344717 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$52,705,367

+$4,961,140 QoQ

Shares Held

161,016

-0.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

7.21%

of 13F equity value

Holder Rank

#577

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Financial Services · as of Jun 30, 2026

Estabrook Capital Management holds $104,146,837 across 5 Banks - Diversified names. JPM ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	161,016	$52,705,367
2	C	Citigroup Inc	135,193	$18,921,612
3	BAC	Bank Of America Corp /De/	284,069	$16,186,251
4	WFC	Wells Fargo & Company/Mn	114,049	$9,425,009
5	BNY	Bank of New York Mellon Corp	47,774	$6,908,598

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,705,367	161,016	-0.8%	Shares	Sole	2026-08-13
2026-03-31	$47,744,227	162,307	-0.5%	Shares	Sole	2026-05-14
2025-12-31	$52,548,926	163,084	-3.1%	Shares	Sole	2026-02-13
2025-09-30	$53,091,915	168,316	-2.7%	Shares	Sole	2025-11-10
2025-06-30	$50,158,488	173,014	-2.1%	Shares	Sole	2025-08-13
2025-03-31	$43,362,416	176,773	-5.3%	Shares	Sole	2025-05-14
2024-12-31	$44,767,041	186,755	-1.4%	Shares	Sole	2025-02-13
2024-09-30	$39,920,647	189,323	-0.9%	Shares	Sole	2024-11-13
2024-06-30	$38,659,369	191,137	-1.6%	Shares	Sole	2024-08-13
2024-03-31	$38,924,699	194,332	-1.9%	Shares	Sole	2024-05-14
2023-12-31	$33,706,675	198,158	-1.7%	Shares	Sole	2024-02-13
2023-09-30	$29,235,741	201,598	-0.4%	Shares	Sole	2023-11-13
2023-06-30	$29,426,293	202,326	-0.8%	Shares	Sole	2023-08-11
2023-03-31	$26,588,322	204,039	+2.7%	Shares	Sole	2023-05-12
2022-12-31	$26,632,394	198,601	-1.0%	Shares	Sole	2023-02-13
2022-09-30	$20,971,791	200,687	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$22,827,848	202,716	-0.9%	Shares	Sole	2022-08-15
2022-03-31	$27,874,440	204,478	-0.9%	Shares	Sole	2022-05-13
2021-12-31	$32,683,281	206,399	-1.3%	Shares	Sole	2022-02-11
2021-09-30	$34,246,894	209,218	-3.7%	Shares	Sole	2021-11-15
2021-06-30	$33,785,621	217,215	-3.9%	Shares	Sole	2021-08-13
2021-03-31	$34,422,247	226,120	-1.6%	Shares	Sole	2021-05-14
2020-12-31	$29,190,520	229,720	-1.9%	Shares	Sole	2021-02-12
2020-09-30	$22,532,282	234,053	-2.2%	Shares	Sole	2020-11-13
2020-06-30	$22,519,939	239,421	-2.7%	Shares	Sole	2020-08-13
2020-03-31	$22,150,350	246,033	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.