DT Investment Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1537621 CHADDS FORD, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$11,898,117

+$1,205,696 QoQ

Shares Held

36,349

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.42%

of 13F equity value

Holder Rank

#1,322

of 5,072 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

DT Investment Partners, LLC holds $13,031,424 across 4 Banks - Diversified names. JPM ranks #1 (91.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	36,349	$11,898,117
2	BAC	Bank Of America Corp /De/	10,692	$609,230
3	WFC	Wells Fargo & Company/Mn	4,223	$348,988
4	C	Citigroup Inc	1,251	$175,089

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,898,117	36,349	0.0%	Shares	Sole	2026-07-27
2026-03-31	$10,692,421	36,349	-3.6%	Shares	Other	2026-05-15
2025-12-31	$12,147,693	37,700	+0.7%	Shares	Other	2026-02-10
2025-09-30	$11,809,698	37,440	-1.1%	Shares	Other	2025-10-22
2025-06-30	$10,975,122	37,857	-4.6%	Shares	Other	2025-07-22
2025-03-31	$9,729,087	39,662	-2.7%	Shares	Other	2025-04-29
2024-12-31	$9,770,339	40,759	-4.5%	Shares	Other	2025-01-30
2024-09-30	$8,997,395	42,670	+0.8%	Shares	Other	2024-10-23
2024-06-30	$8,563,283	42,338	+2.2%	Shares	Other	2024-07-24
2024-03-31	$8,298,829	41,432	-0.3%	Shares	Other	2024-05-13
2023-12-31	$7,068,844	41,557	+1.2%	Shares	Other	2024-01-31
2023-09-30	$5,952,200	41,044	-0.1%	Shares	Other	2023-10-27
2023-06-30	$5,972,928	41,068	+0.2%	Shares	Other	2023-08-28
2023-03-31	$5,341,015	40,987	+2.8%	Shares	Other	2023-05-03
2022-12-31	$5,346,968	39,873	-1.1%	Shares	Other	2023-01-31
2022-09-30	$4,214,798	40,333	-7.4%	Shares	Other	2022-11-14
2022-06-30	$4,903,151	43,541	+4.6%	Shares	Sole	2022-07-25
2022-03-31	$5,673,229	41,617	+9.4%	Shares	Sole	2022-05-09
2021-12-31	$6,021,574	38,027	+12.9%	Shares	Sole	2022-02-07
2021-09-30	$5,514,879	33,691	+12.3%	Shares	Sole	2021-10-13
2021-06-30	$4,666,044	29,999	-16.0%	Shares	Sole	2021-07-26
2021-03-31	$5,434,763	35,701	-8.2%	Shares	Sole	2021-05-06
2020-12-31	$4,940,735	38,882	-0.8%	Shares	Sole	2021-01-20
2020-09-30	$3,774,072	39,203	0.0%	Shares	Sole	2020-10-29
2020-06-30	$3,687,433	39,203	0.0%	Shares	Sole	2020-08-10
2020-03-31	$3,529,445	39,203	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.