CIM, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1364725 ALBANY, NY

Position in JPM

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

Position Value

$2,831,731

+$377,849 QoQ

Shares Held

8,651

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#2,627

of 5,058 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

CIM, LLC holds $5,410,387 across 2 Banks - Diversified names. JPM ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JPM	Jpmorgan Chase & Co This page	8,651	$2,831,731
2	UBS	UBS Group AG	52,031	$2,578,656

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,831,731	8,651	+3.7%	Shares	Sole	2026-08-13
2026-03-31	$2,453,882	8,342	-0.8%	Shares	Sole	2026-05-18
2025-12-31	$2,710,192	8,411	-0.7%	Shares	Sole	2026-02-18
2025-09-30	$2,671,376	8,469	-1.5%	Shares	Sole	2025-11-14
2025-06-30	$2,493,226	8,600	-0.8%	Shares	Sole	2025-08-19
2025-03-31	$2,125,769	8,666	+178.2%	Shares	Sole	2025-06-05
2023-03-31	$405,915	3,115	-4.1%	Shares	Sole	2024-05-17
2022-12-31	$435,422	3,247	-3.4%	Shares	Sole	2023-02-10
2022-09-30	$351,120	3,360	+7.9%	Shares	Sole	2022-11-02
2022-06-30	$350,780	3,115	0.0%	Shares	Sole	2022-07-11
2022-03-31	$424,636	3,115	-11.6%	Shares	Sole	2022-04-12
2021-12-31	$557,708	3,522	-1.0%	Shares	Sole	2022-01-26
2021-09-30	$582,572	3,559	0.0%	Shares	Sole	2021-11-08
2021-06-30	$553,566	3,559	-3.2%	Shares	Sole	2021-08-09
2021-03-31	$559,597	3,676	-3.5%	Shares	Sole	2021-05-11
2020-12-31	$484,136	3,810	+12.7%	Shares	Sole	2021-02-08
2020-09-30	$325,585	3,382	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.