Annex Advisory Services, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1542287 BROOKFIELD, WI

Position in JPM

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

Position Value

$16,797,920

+$1,417,177 QoQ

Shares Held

51,318

-1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#1,099

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Annex Advisory Services, LLC holds $64,421,408 across 5 Banks - Diversified names. JPM ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	736,421	$41,961,268
2	JPM	Jpmorgan Chase & Co This page	51,318	$16,797,920
3	C	Citigroup Inc	31,285	$4,378,648
4	BMO	Bank Of Montreal /Can/	3,836	$677,821
5	WFC	Wells Fargo & Company/Mn	7,330	$605,751

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,797,920	51,318	-1.9%	Shares	Sole	2026-07-10
2026-03-31	$15,380,743	52,287	+8.5%	Shares	Sole	2026-04-16
2025-12-31	$15,524,881	48,181	+2.3%	Shares	Sole	2026-01-26
2025-09-30	$14,850,128	47,079	-11.7%	Shares	Sole	2025-10-17
2025-06-30	$15,464,089	53,341	+1.8%	Shares	Sole	2025-07-11
2025-03-31	$12,852,493	52,395	-5.0%	Shares	Sole	2025-04-11
2024-12-31	$13,217,849	55,141	+7.7%	Shares	Sole	2025-01-16
2024-09-30	$10,798,984	51,214	-52.9%	Shares	Sole	2024-10-10
2024-06-30	$22,006,292	108,802	+7.3%	Shares	Sole	2024-07-12
2024-03-31	$20,319,032	101,443	+2.6%	Shares	Sole	2024-04-12
2023-12-31	$16,815,065	98,854	+8.1%	Shares	Sole	2024-02-13
2023-09-30	$13,265,559	91,474	+17.5%	Shares	Sole	2023-11-01
2023-06-30	$11,320,322	77,835	+4.1%	Shares	Sole	2023-07-24
2023-03-31	$9,746,927	74,798	+120.4%	Shares	Sole	2023-04-27
2022-12-31	$4,550,951	33,937	+2.0%	Shares	Sole	2023-01-30
2022-09-30	$3,476,715	33,270	-2.1%	Shares	Sole	2022-10-24
2022-06-30	$3,825,924	33,975	+4.3%	Shares	Sole	2022-07-27
2022-03-31	$4,441,714	32,583	-29.2%	Shares	Sole	2022-04-13
2021-12-31	$7,290,909	46,043	+5.9%	Shares	Sole	2022-01-31
2021-09-30	$7,119,205	43,492	+6.5%	Shares	Sole	2021-10-18
2021-06-30	$6,352,253	40,840	+7.5%	Shares	Sole	2021-07-29
2021-03-31	$5,783,978	37,995	-0.9%	Shares	Sole	2021-04-22
2020-12-31	$4,870,974	38,333	+5.7%	Shares	Sole	2021-01-28
2020-09-30	$3,489,691	36,249	+4.2%	Shares	Sole	2020-10-23
2020-06-30	$3,271,218	34,778	+10.2%	Shares	Sole	2020-07-21
2020-03-31	$2,841,616	31,563	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.