Hamilton Point Investment Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1599746 CHAPEL HILL, NC

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,510,245

+$984,606 QoQ

Shares Held

29,054

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#1,512

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Hamilton Point Investment Advisors, LLC holds $10,245,673 across 4 Banks - Diversified names. JPM ranks #1 (92.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	29,054	$9,510,245
2	BAC	Bank Of America Corp /De/	5,980	$340,740
3	C	Citigroup Inc	1,658	$232,053
4	WFC	Wells Fargo & Company/Mn	1,968	$162,635

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,510,245	29,054	+0.2%	Shares	Sole	2026-07-28
2026-03-31	$8,525,639	28,983	-0.9%	Shares	Sole	2026-05-06
2025-12-31	$9,427,190	29,257	+1.4%	Shares	Sole	2026-02-12
2025-09-30	$9,104,571	28,864	+0.2%	Shares	Sole	2025-10-20
2025-06-30	$8,354,626	28,818	-3.8%	Shares	Sole	2025-07-28
2025-03-31	$7,346,735	29,950	+0.2%	Shares	Sole	2025-05-06
2024-12-31	$7,164,452	29,888	+0.2%	Shares	Sole	2025-01-23
2024-09-30	$6,292,273	29,841	-1.3%	Shares	Sole	2024-11-12
2024-06-30	$6,112,701	30,222	-1.1%	Shares	Sole	2024-08-06
2024-03-31	$6,123,171	30,570	-2.3%	Shares	Sole	2024-05-07
2023-12-31	$5,322,258	31,289	+1.1%	Shares	Sole	2024-01-30
2023-09-30	$4,488,804	30,953	-4.5%	Shares	Sole	2023-11-09
2023-06-30	$4,716,328	32,428	-2.5%	Shares	Sole	2023-08-03
2023-03-31	$4,334,631	33,264	+3.3%	Shares	Sole	2023-05-10
2022-12-31	$4,318,824	32,206	+0.7%	Shares	Sole	2023-01-30
2022-09-30	$3,341,178	31,973	+3.3%	Shares	Sole	2022-11-08
2022-06-30	$3,486,518	30,961	+0.8%	Shares	Sole	2022-07-26
2022-03-31	$4,187,205	30,716	-5.7%	Shares	Sole	2022-05-12
2021-12-31	$5,156,667	32,565	+3.8%	Shares	Sole	2022-02-07
2021-09-30	$5,134,627	31,368	+0.7%	Shares	Sole	2021-10-26
2021-06-30	$4,843,360	31,139	+0.2%	Shares	Sole	2021-08-02
2021-03-31	$4,728,872	31,064	+0.9%	Shares	Sole	2021-05-11
2020-12-31	$3,913,247	30,796	-0.1%	Shares	Sole	2021-02-04
2020-09-30	$2,967,619	30,826	+1.2%	Shares	Sole	2020-11-03
2020-06-30	$2,864,315	30,452	+3.2%	Shares	Sole	2020-08-03
2020-03-31	$2,656,155	29,503	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.