Convergence Investment Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1456133 PALM BEACH GARDENS, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,751,535

-$1,648,216 QoQ

Shares Held

8,406

-43.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,658

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

Convergence Investment Partners, LLC holds $26,358,739 across 5 Banks - Diversified names. JPM ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	161,117	$9,180,446
2	BNY	Bank of New York Mellon Corp	59,706	$8,634,084
3	C	Citigroup Inc	38,127	$5,336,254
4	JPM	Jpmorgan Chase & Co This page	8,406	$2,751,535
5	WFC	Wells Fargo & Company/Mn	5,523	$456,420

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,751,535	8,406	-43.8%	Shares	Sole	2026-07-31
2026-03-31	$4,399,751	14,957	-14.4%	Shares	Sole	2026-05-07
2025-12-31	$5,630,150	17,473	+10.0%	Shares	Sole	2026-02-05
2025-09-30	$5,012,182	15,890	-8.4%	Shares	Sole	2025-11-04
2025-06-30	$5,028,488	17,345	+7.8%	Shares	Sole	2025-08-01
2025-03-31	$3,945,405	16,084	-8.1%	Shares	Sole	2025-05-06
2024-12-31	$4,197,561	17,511	-15.7%	Shares	Sole	2025-01-31
2024-09-30	$4,380,616	20,775	-3.6%	Shares	Sole	2024-10-29
2024-06-30	$4,359,107	21,552	-8.4%	Shares	Sole	2024-08-01
2024-03-31	$4,711,256	23,521	+3.9%	Shares	Sole	2024-05-03
2023-12-31	$3,849,533	22,631	+0.8%	Shares	Sole	2024-02-05
2023-09-30	$3,255,699	22,450	+7.5%	Shares	Sole	2023-11-02
2023-06-30	$3,037,950	20,888	-0.9%	Shares	Sole	2023-07-26
2023-03-31	$2,745,501	21,069	+5.2%	Shares	Sole	2023-05-09
2022-12-31	$2,684,682	20,020	-0.4%	Shares	Sole	2023-02-03
2022-09-30	$2,101,181	20,107	-0.2%	Shares	Sole	2022-11-08
2022-06-30	$2,269,429	20,153	-0.2%	Shares	Sole	2022-08-05
2022-03-31	$2,753,255	20,197	-0.2%	Shares	Sole	2022-04-26
2021-12-31	$3,203,262	20,229	-3.3%	Shares	Sole	2022-01-25
2021-09-30	$3,424,394	20,920	-23.2%	Shares	Sole	2021-10-25
2021-06-30	$4,238,620	27,251	+1.6%	Shares	Sole	2021-07-19
2021-03-31	$4,084,026	26,828	-1.7%	Shares	Sole	2021-04-30
2020-12-31	$3,468,248	27,294	-26.2%	Shares	Sole	2021-02-05
2020-09-30	$3,558,620	36,965	-5.9%	Shares	Sole	2020-10-28
2020-06-30	$3,695,241	39,286	+9.6%	Shares	Sole	2020-07-30
2020-03-31	$3,225,954	35,832	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.