Sunbelt Securities, Inc.
Broker-DealerPosition in JPM — Jpmorgan Chase & Co
CIK 1632932
HOUSTON, TX
Position in JPM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$8,107,637
-$387,048 QoQ
Shares Held
27,562
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Sunbelt Securities, Inc. holds $13,705,522 across 13 Banks - Diversified names. JPM ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
27,562 | $8,107,637 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
26,478 | $2,107,913 | |
| 3 | BAC |
Bank Of America Corp /De/
|
29,564 | $1,441,245 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,633 | $1,024,132 | |
| 5 | C |
Citigroup Inc
|
7,049 | $799,427 | |
| 6 | RY |
Royal Bank Of Canada
|
558 | $90,273 | |
| 7 | TD |
Toronto Dominion Bank
|
700 | $65,317 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
324 | $43,850 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,107,637 | 27,562 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8,494,685 | 26,363 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $8,413,464 | 26,673 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $8,508,568 | 29,349 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,271,339 | 25,566 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,035,248 | 29,349 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $5,852,419 | 27,755 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $5,829,335 | 28,821 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $5,714,358 | 28,529 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,796,309 | 28,197 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,226,317 | 29,143 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $4,042,941 | 27,798 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $3,660,016 | 28,087 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,440,603 | 25,657 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,803,839 | 26,831 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $2,984,840 | 26,506 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $3,170,803 | 23,260 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,045,031 | 31,860 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,735,206 | 35,037 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,449,654 | 35,037 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,372,501 | 35,292 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $4,688,374 | 36,896 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,017,005 | 31,339 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,011,424 | 32,016 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,851,790 | 31,676 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||