GUARDIAN INVESTMENT MANAGEMENT

Position in JPM — Jpmorgan Chase & Co

CIK 1365474 TIBURON, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,032,719

-$12,575 QoQ

Shares Held

6,210

-10.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#2,959

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

GUARDIAN INVESTMENT MANAGEMENT holds $6,141,549 across 3 Banks - Diversified names. JPM ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	49,770	$2,835,894
2	JPM	Jpmorgan Chase & Co This page	6,210	$2,032,719
3	C	Citigroup Inc	9,095	$1,272,936

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,032,719	6,210	-10.7%	Shares	Sole	2026-07-20
2026-03-31	$2,045,294	6,953	-15.6%	Shares	Sole	2026-04-16
2025-12-31	$2,653,159	8,234	-2.4%	Shares	Sole	2026-01-23
2025-09-30	$2,660,336	8,434	-0.2%	Shares	Sole	2025-11-13
2025-06-30	$2,449,449	8,449	-36.2%	Shares	Sole	2025-07-17
2025-03-31	$3,249,979	13,249	-30.8%	Shares	Sole	2025-04-28
2024-12-31	$4,590,206	19,149	-2.5%	Shares	Sole	2025-01-16
2024-09-30	$4,143,188	19,649	-0.1%	Shares	Sole	2024-10-10
2024-06-30	$3,979,263	19,674	-2.5%	Shares	Sole	2024-07-24
2024-03-31	$4,040,852	20,174	-10.1%	Shares	Sole	2024-04-26
2023-12-31	$3,816,193	22,435	-0.1%	Shares	Sole	2024-01-31
2023-09-30	$3,258,309	22,468	0.0%	Shares	Sole	2023-10-13
2023-06-30	$3,267,745	22,468	+33.3%	Shares	Sole	2023-07-17
2023-03-31	$2,196,244	16,854	-25.0%	Shares	Sole	2023-05-08
2022-12-31	$3,011,751	22,459	-1.3%	Shares	Sole	2023-01-13
2022-09-30	$2,378,315	22,759	+21.3%	Shares	Sole	2022-10-12
2022-06-30	$2,112,450	18,759	+0.5%	Shares	Sole	2022-07-19
2022-03-31	$2,543,594	18,659	+12.0%	Shares	Sole	2022-04-22
2021-12-31	$2,637,952	16,659	0.0%	Shares	Sole	2022-01-19
2021-09-30	$2,726,911	16,659	+0.5%	Shares	Sole	2021-10-13
2021-06-30	$2,579,475	16,584	0.0%	Shares	Sole	2021-07-14
2021-03-31	$2,524,582	16,584	-24.4%	Shares	Sole	2021-04-14
2020-12-31	$2,787,153	21,934	0.0%	Shares	Sole	2021-01-19
2020-09-30	$2,111,586	21,934	0.0%	Shares	Sole	2020-10-13
2020-06-30	$2,063,112	21,934	-0.2%	Shares	Sole	2020-07-13
2020-03-31	$1,979,219	21,984	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.