Goelzer Investment Management, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1550057 CARMEL, IN

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$24,499,013

+$4,423,770 QoQ

Shares Held

74,845

+9.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#891

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Financial Services · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $46,119,507 across 4 Banks - Diversified names. JPM ranks #1 (53.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	74,845	$24,499,013
2	BAC	Bank Of America Corp /De/	221,564	$12,624,716
3	WFC	Wells Fargo & Company/Mn	104,726	$8,654,556
4	C	Citigroup Inc	2,438	$341,222

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,499,013	74,845	+9.7%	Shares	Sole	2026-07-15
2026-03-31	$20,075,243	68,246	+3.3%	Shares	Sole	2026-04-09
2025-12-31	$21,285,853	66,060	+1.5%	Shares	Sole	2026-01-14
2025-09-30	$20,529,446	65,084	-0.8%	Shares	Sole	2025-10-14
2025-06-30	$19,025,633	65,626	+27.1%	Shares	Sole	2025-07-09
2025-03-31	$12,668,518	51,645	-1.0%	Shares	Sole	2025-04-29
2024-12-31	$12,509,266	52,185	-0.5%	Shares	Sole	2025-01-21
2024-09-30	$11,062,980	52,466	-0.2%	Shares	Sole	2024-10-04
2024-06-30	$10,636,853	52,590	-1.7%	Shares	Sole	2024-08-09
2024-03-31	$10,721,257	53,526	+4.3%	Shares	Sole	2024-05-02
2023-12-31	$8,729,021	51,317	+3.3%	Shares	Sole	2024-02-08
2023-09-30	$7,204,158	49,677	-2.0%	Shares	Sole	2023-11-13
2023-06-30	$7,372,062	50,688	+0.1%	Shares	Sole	2023-07-27
2023-03-31	$6,600,592	50,653	+3.6%	Shares	Sole	2023-04-28
2022-12-31	$6,554,271	48,876	-0.9%	Shares	Sole	2023-01-20
2022-09-30	$5,153,731	49,318	-20.5%	Shares	Sole	2022-11-14
2022-06-30	$6,985,423	62,032	-13.9%	Shares	Sole	2022-08-01
2022-03-31	$9,815,994	72,007	+30.0%	Shares	Sole	2022-05-10
2021-12-31	$8,772,590	55,400	+93.6%	Shares	Sole	2022-02-11
2021-09-30	$4,684,316	28,617	-3.3%	Shares	Sole	2021-10-29
2021-06-30	$4,601,495	29,584	+9.8%	Shares	Sole	2021-08-12
2021-03-31	$4,103,055	26,953	-36.1%	Shares	Sole	2021-05-06
2020-12-31	$5,358,033	42,166	-14.0%	Shares	Sole	2021-02-12
2020-09-30	$4,717,518	49,003	-1.2%	Shares	Sole	2020-10-27
2020-06-30	$4,666,410	49,611	-0.4%	Shares	Sole	2020-08-12
2020-03-31	$4,483,043	49,795	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.