TRUST POINT INC.

Position in JPM — Jpmorgan Chase & Co

CIK 1635633 LA CROSSE, WI

Position in JPM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$6,377,042

-$159,780 QoQ

Shares Held

19,482

-12.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#1,869

of 5,056 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Financial Services · as of Jun 30, 2026

TRUST POINT INC. holds $17,547,828 across 10 Banks - Diversified names. JPM ranks #1 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	19,482	$6,377,042
2	WFC	Wells Fargo & Company/Mn	54,673	$4,518,176
3	HSBC	Hsbc Holdings PLC	13,421	$1,276,202
4	C	Citigroup Inc	8,908	$1,246,762
5	MUFG	Mitsubishi Ufj Financial Group Inc	49,093	$976,459
6	SAN	Banco Santander, S.A.	61,357	$846,726
7	UBS	UBS Group AG	13,926	$690,172
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	25,437	$599,804

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,377,042	19,482	-12.3%	Shares	Sole	2026-07-08
2026-03-31	$6,536,822	22,222	+2.8%	Shares	Sole	2026-04-15
2025-12-31	$6,965,429	21,617	-1.3%	Shares	Sole	2026-01-13
2025-09-30	$6,907,286	21,898	-10.3%	Shares	Sole	2025-10-10
2025-06-30	$7,079,891	24,421	+11.1%	Shares	Sole	2025-07-10
2025-03-31	$5,393,901	21,989	-16.5%	Shares	Sole	2025-04-17
2024-12-31	$6,315,159	26,345	+1.3%	Shares	Sole	2025-01-24
2024-09-30	$5,485,943	26,017	+0.8%	Shares	Sole	2024-10-17
2024-06-30	$5,222,554	25,821	-4.0%	Shares	Sole	2024-07-24
2024-03-31	$5,387,468	26,897	-8.3%	Shares	Sole	2024-04-19
2023-12-31	$4,987,501	29,321	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.