CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 1365707 Norwell, MA

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$12,669,962

+$1,216,843 QoQ

Shares Held

38,707

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.42%

of 13F equity value

Holder Rank

#1,277

of 5,058 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $42,222,925 across 10 Banks - Diversified names. JPM ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBS	UBS Group AG	276,622	$13,709,386
2	JPM	Jpmorgan Chase & Co This page	38,707	$12,669,962
3	BCS	Barclays PLC	396,837	$10,659,041
4	BAC	Bank Of America Corp /De/	24,390	$1,389,742
5	C	Citigroup Inc	8,700	$1,217,652
6	WFC	Wells Fargo & Company/Mn	12,324	$1,018,455
7	HSBC	Hsbc Holdings PLC	4,714	$448,254
8	RY	Royal Bank Of Canada	2,083	$431,118

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,669,962	38,707	-0.6%	Shares	Sole	2026-07-09
2026-03-31	$11,453,119	38,935	-0.7%	Shares	Sole	2026-04-20
2025-12-31	$12,629,735	39,196	-4.3%	Shares	Sole	2026-01-12
2025-09-30	$12,915,596	40,946	-4.6%	Shares	Sole	2025-10-09
2025-06-30	$12,448,735	42,940	+0.2%	Shares	Sole	2025-07-10
2025-03-31	$10,510,369	42,847	+12.7%	Shares	Sole	2025-04-10
2024-12-31	$9,116,890	38,033	-0.3%	Shares	Sole	2025-01-14
2024-09-30	$8,040,302	38,131	+1411.9%	Shares	Sole	2024-10-09
2024-06-30	$510,099	2,522	-3.0%	Shares	Sole	2024-07-10
2024-03-31	$520,780	2,600	-2.1%	Shares	Sole	2024-04-11
2023-12-31	$451,955	2,657	-1.1%	Shares	Sole	2024-01-11
2023-09-30	$389,523	2,686	-92.5%	Shares	Sole	2023-10-10
2021-12-31	$5,646,602	35,659	+3.0%	Shares	Sole	2022-01-12
2021-09-30	$5,667,929	34,626	-1.9%	Shares	Sole	2021-10-12
2021-06-30	$5,492,428	35,312	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.