Wellington Shields Capital Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1506071 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$23,878,068

+$2,625,891 QoQ

Shares Held

72,948

+1.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.34%

of 13F equity value

Holder Rank

#901

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wellington Shields Capital Management, LLC holds $25,706,569 across 5 Banks - Diversified names. JPM ranks #1 (92.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	72,948	$23,878,068
2	BNY	Bank of New York Mellon Corp	4,950	$715,819
3	C	Citigroup Inc	4,327	$605,606
4	BAC	Bank Of America Corp /De/	8,029	$457,492
5	WFC	Wells Fargo & Company/Mn	600	$49,584

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,878,068	72,948	+1.0%	Shares	Sole	2026-08-10
2026-03-31	$21,252,177	72,247	+0.4%	Shares	Sole	2026-05-04
2025-12-31	$23,194,040	71,982	+2.8%	Shares	Sole	2026-02-09
2025-09-30	$22,082,308	70,007	+2.4%	Shares	Sole	2025-11-05
2025-06-30	$19,810,420	68,333	-1.3%	Shares	Sole	2025-08-05
2025-03-31	$16,984,817	69,241	+3.4%	Shares	Sole	2025-05-08
2024-12-31	$16,051,700	66,963	+0.7%	Shares	Sole	2025-02-10
2024-09-30	$14,022,190	66,500	-0.0%	Shares	Sole	2024-11-13
2024-06-30	$13,451,908	66,508	+0.6%	Shares	Sole	2024-08-05
2024-03-31	$13,237,226	66,087	-3.2%	Shares	Sole	2024-05-03
2023-12-31	$11,610,005	68,254	+0.9%	Shares	Sole	2024-02-09
2023-09-30	$9,812,923	67,666	-1.2%	Shares	Sole	2023-11-14
2023-06-30	$9,960,167	68,483	-60.5%	Shares	Sole	2023-08-11
2023-03-31	$22,591,062	173,364	-3.5%	Shares	Sole	2023-05-11
2022-12-31	$24,092,137	179,658	+15.3%	Shares	Sole	2023-02-15
2022-09-30	$16,279,950	155,789	-4.7%	Shares	Sole	2022-11-14
2022-06-30	$18,405,428	163,444	-10.9%	Shares	Sole	2022-08-12
2022-03-31	$25,008,040	183,451	+156.8%	Shares	Sole	2022-05-12
2021-12-31	$11,313,949	71,449	-0.9%	Shares	Sole	2022-02-15
2021-09-30	$11,796,156	72,064	-2.1%	Shares	Sole	2021-11-10
2021-06-30	$11,451,321	73,623	+3.6%	Shares	Sole	2021-08-13
2021-03-31	$10,813,962	71,037	-3.2%	Shares	Sole	2021-05-12
2020-12-31	$9,320,838	73,352	-2.6%	Shares	Sole	2021-02-09
2020-09-30	$7,248,745	75,296	-3.8%	Shares	Sole	2020-11-10
2020-06-30	$7,365,556	78,307	-2.3%	Shares	Sole	2020-08-05
2020-03-31	$7,215,544	80,146	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.