Van Hulzen Asset Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1600145 EL DORADO HILLS, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$20,143,560

+$1,501,759 QoQ

Shares Held

61,539

-2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.76%

of 13F equity value

Holder Rank

#1,002

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $22,193,423 across 5 Banks - Diversified names. JPM ranks #1 (90.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	61,539	$20,143,560
2	BNY	Bank of New York Mellon Corp	6,118	$884,723
3	BAC	Bank Of America Corp /De/	8,807	$501,822
4	WFC	Wells Fargo & Company/Mn	4,531	$374,441
5	C	Citigroup Inc	2,064	$288,877

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,143,560	61,539	-2.9%	Shares	Sole	2026-08-13
2026-03-31	$18,641,801	63,373	+12.0%	Shares	Sole	2026-05-14
2025-12-31	$18,232,818	56,585	+2.8%	Shares	Sole	2026-02-06
2025-09-30	$17,363,790	55,048	+17.9%	Shares	Sole	2025-11-13
2025-06-30	$13,534,448	46,685	-0.8%	Shares	Sole	2025-08-13
2025-03-31	$11,543,572	47,059	-1.5%	Shares	Sole	2025-05-14
2024-12-31	$11,446,631	47,752	+2.5%	Shares	Sole	2025-02-10
2024-09-30	$9,823,334	46,587	-1.5%	Shares	Sole	2024-11-12
2024-06-30	$9,564,673	47,289	-31.8%	Shares	Sole	2024-08-07
2024-03-31	$13,882,592	69,309	-2.7%	Shares	Sole	2024-05-06
2023-12-31	$12,112,991	71,211	+47.7%	Shares	Sole	2024-02-07
2023-09-30	$6,991,414	48,210	+38.1%	Shares	Sole	2023-11-07
2023-06-30	$5,075,856	34,900	-27.2%	Shares	Sole	2023-08-03
2023-03-31	$6,249,537	47,959	+15.2%	Shares	Sole	2023-04-28
2022-12-31	$5,582,046	41,626	+1.3%	Shares	Sole	2023-02-13
2022-09-30	$4,292,337	41,075	+2.0%	Shares	Sole	2022-11-08
2022-06-30	$4,535,367	40,275	-28.5%	Shares	Sole	2022-08-04
2022-03-31	$7,675,224	56,303	+20.7%	Shares	Sole	2022-05-20
2021-12-31	$7,386,552	46,647	+347.3%	Shares	Sole	2022-02-04
2021-09-30	$1,706,959	10,428	-1.7%	Shares	Sole	2021-11-12
2021-06-30	$1,650,123	10,609	+70.2%	Shares	Sole	2021-08-06
2021-03-31	$948,697	6,232	-40.6%	Shares	Sole	2021-05-12
2020-12-31	$1,332,710	10,488	-39.7%	Shares	Sole	2021-02-16
2020-09-30	$1,674,135	17,390	-1.3%	Shares	Sole	2020-11-03
2020-06-30	$1,657,055	17,617	+34.2%	Shares	Sole	2020-08-11
2020-03-31	$1,181,463	13,123	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.