CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1442056 ST. LOUIS, MO

Position in JPM

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$213,746

+$12,247 QoQ

Shares Held

653

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#4,889

of 5,058 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC holds $4,112,188 across 3 Banks - Diversified names. JPM ranks #3 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MUFG	Mitsubishi Ufj Financial Group Inc	106,721	$2,122,680
2	ING	Ing Groep NV	56,589	$1,775,762
3	JPM	Jpmorgan Chase & Co This page	653	$213,746

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,746	653	-4.7%	Shares	Sole	2026-07-01
2026-03-31	$201,499	685	0.0%	Shares	Sole	2026-04-01
2025-12-31	$220,720	685	0.0%	Shares	Sole	2026-01-05
2025-09-30	$216,069	685	-5.5%	Shares	Sole	2025-10-14
2025-06-30	$210,184	725	-14.6%	Shares	Sole	2025-07-01
2025-03-31	$208,259	849	-0.4%	Shares	Sole	2025-04-01
2024-12-31	$204,232	852	-18.2%	Shares	Sole	2025-01-02
2024-06-30	$210,552	1,041	-42.1%	Shares	Sole	2024-07-01
2023-03-31	$234,297	1,798	-4.0%	Shares	Sole	2023-04-04
2022-12-31	$251,035	1,872	+2.1%	Shares	Sole	2023-01-04
2022-06-30	$206,414	1,833	-2.0%	Shares	Sole	2022-07-12
2022-03-31	$254,918	1,870	+2.0%	Shares	Sole	2022-04-04
2021-12-31	$290,255	1,833	-1.6%	Shares	Sole	2022-01-04
2021-09-30	$304,954	1,863	+4.4%	Shares	Sole	2021-10-04
2021-06-30	$277,638	1,785	-41.4%	Shares	Sole	2021-07-01
2021-03-31	$463,997	3,048	+9.0%	Shares	Sole	2021-04-05
2020-12-31	$355,414	2,797	-3.5%	Shares	Sole	2021-01-25
2020-09-30	$278,894	2,897	0.0%	Shares	Sole	2020-10-19
2020-06-30	$272,491	2,897	-3.0%	Shares	Sole	2020-07-01
2020-03-31	$269,009	2,988	—	Shares	Sole	2020-06-03
No filing history on record for this holder in this stock.