Wellington Shields & Co., LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1506073 NEW YORK, NY

Position in JPM

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

Position Value

$15,814,621

+$1,818,195 QoQ

Shares Held

48,314

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.65%

of 13F equity value

Holder Rank

#1,138

of 5,057 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 & Co., LLC holds $21,177,147 across 6 Banks - Diversified names. JPM ranks #1 (74.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	48,314	$15,814,621
2	C	Citigroup Inc	29,073	$4,069,057
3	BNY	Bank of New York Mellon Corp	4,740	$685,451
4	RY	Royal Bank Of Canada	1,526	$315,836
5	WFC	Wells Fargo & Company/Mn	2,138	$176,684
6	BAC	Bank Of America Corp /De/	2,027	$115,498

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,814,621	48,314	+1.5%	Shares	Sole	2026-08-10
2026-03-31	$13,996,426	47,581	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$15,315,438	47,531	-3.6%	Shares	Sole	2026-02-09
2025-09-30	$15,553,222	49,308	-1.1%	Shares	Sole	2025-11-05
2025-06-30	$14,447,664	49,835	+3.3%	Shares	Sole	2025-08-05
2025-03-31	$11,829,347	48,224	0.0%	Shares	Sole	2025-05-08
2024-12-31	$11,559,775	48,224	-0.3%	Shares	Sole	2025-02-10
2024-09-30	$10,195,291	48,351	+0.0%	Shares	Sole	2024-11-13
2024-06-30	$9,778,866	48,348	+0.0%	Shares	Sole	2024-08-07
2024-03-31	$9,680,899	48,332	+0.0%	Shares	Sole	2024-05-23
2023-12-31	$8,218,891	48,318	-0.8%	Shares	Sole	2024-05-23
2023-09-30	$7,062,474	48,700	-0.6%	Shares	Sole	2023-11-14
2023-06-30	$7,125,978	48,996	+1.9%	Shares	Sole	2023-08-11
2023-03-31	$6,265,174	48,079	+2.6%	Shares	Sole	2023-05-11
2022-12-31	$6,283,657	46,858	-2.1%	Shares	Sole	2023-02-15
2022-09-30	$4,999,280	47,840	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$5,383,884	47,810	-3.6%	Shares	Sole	2022-08-12
2022-03-31	$6,759,154	49,583	+25.9%	Shares	Sole	2022-05-09
2021-12-31	$6,238,356	39,396	-0.1%	Shares	Sole	2022-02-15
2021-09-30	$6,455,442	39,437	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$6,130,920	39,417	-2.4%	Shares	Sole	2021-08-12
2021-03-31	$6,149,635	40,397	-12.2%	Shares	Sole	2021-05-12
2020-12-31	$5,846,236	46,008	-1.1%	Shares	Sole	2021-02-09
2020-09-30	$4,479,250	46,528	+0.1%	Shares	Sole	2020-11-10
2020-06-30	$4,373,601	46,498	+0.3%	Shares	Sole	2020-08-05
2020-03-31	$4,174,511	46,368	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.