Mesirow Financial Investment Management, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1469475 CHICAGO, IL

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$102,955,759

+$11,186,958 QoQ

Shares Held

314,532

+0.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

3.34%

of 13F equity value

Holder Rank

#400

of 5,058 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Mesirow Financial Investment Management, Inc. holds $159,552,428 across 8 Banks - Diversified names. JPM ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	314,532	$102,955,759
2	BAC	Bank Of America Corp /De/	813,986	$46,380,922
3	C	Citigroup Inc	23,736	$3,322,090
4	CM	Canadian Imperial Bank Of Commerce /Can/	27,005	$3,105,575
5	BNY	Bank of New York Mellon Corp	8,932	$1,291,656
6	WFC	Wells Fargo & Company/Mn	14,786	$1,221,915
7	HSBC	Hsbc Holdings PLC	8,923	$848,488
8	BMO	Bank Of Montreal /Can/	2,411	$426,023

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,955,759	314,532	+0.8%	Shares	Sole	2026-07-22
2026-03-31	$91,768,801	311,969	+5.7%	Shares	Sole	2026-04-21
2025-12-31	$95,088,088	295,103	-6.8%	Shares	Sole	2026-02-05
2025-09-30	$99,824,132	316,470	-0.9%	Shares	Sole	2025-11-12
2025-06-30	$92,571,452	319,311	+1.1%	Shares	Sole	2025-08-04
2025-03-31	$77,509,403	315,978	-1.0%	Shares	Sole	2025-05-08
2024-12-31	$76,478,996	319,048	-1.1%	Shares	Sole	2025-02-07
2024-09-30	$68,002,139	322,499	-0.7%	Shares	Sole	2024-11-01
2024-06-30	$65,700,722	324,833	-1.1%	Shares	Sole	2024-08-09
2024-03-31	$65,767,102	328,343	+9.4%	Shares	Sole	2024-04-25
2023-12-31	$51,045,138	300,089	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.