Proficio Capital Partners LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1654175 NEWTON, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$9,396,662

+$8,121,773 QoQ

Shares Held

28,707

+562.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#1,527

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

Proficio Capital Partners LLC holds $13,430,590 across 5 Banks - Diversified names. JPM ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	28,707	$9,396,662
2	BAC	Bank Of America Corp /De/	27,157	$1,547,405
3	WFC	Wells Fargo & Company/Mn	14,276	$1,179,768
4	C	Citigroup Inc	6,860	$960,125
5	BNY	Bank of New York Mellon Corp	2,397	$346,630

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,396,662	28,707	+562.4%	Shares	Sole	2026-08-17
2026-03-31	$1,274,889	4,334	+0.6%	Shares	Sole	2026-05-14
2025-12-31	$1,388,445	4,309	-7.9%	Shares	Sole	2026-02-12
2025-09-30	$1,476,212	4,680	-83.0%	Shares	Sole	2025-11-17
2025-06-30	$7,962,668	27,466	+80.8%	Shares	Sole	2025-08-07
2025-03-31	$3,726,352	15,191	+0.6%	Shares	Sole	2025-05-06
2024-12-31	$3,618,901	15,097	+48.2%	Shares	Sole	2025-02-06
2024-09-30	$2,147,609	10,185	-28.0%	Shares	Sole	2024-11-01
2024-06-30	$2,859,956	14,140	+1.9%	Shares	Sole	2024-07-25
2024-03-31	$2,779,563	13,877	+4.1%	Shares	Sole	2024-05-02
2023-12-31	$2,268,283	13,335	+3.2%	Shares	Sole	2024-02-13
2023-09-30	$1,873,223	12,917	+2.0%	Shares	Sole	2023-10-18
2023-06-30	$1,840,979	12,658	+4.0%	Shares	Sole	2023-08-14
2023-03-31	$1,586,393	12,174	+7.1%	Shares	Sole	2023-04-21
2022-12-31	$1,524,985	11,372	+7.3%	Shares	Sole	2023-01-30
2022-09-30	$1,107,700	10,600	-20.8%	Shares	Sole	2022-10-11
2022-06-30	$1,507,622	13,388	-7.6%	Shares	Sole	2022-08-15
2022-03-31	$1,974,595	14,485	+8.9%	Shares	Sole	2022-05-13
2021-12-31	$2,106,846	13,305	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$2,164,145	13,221	+13.4%	Shares	Sole	2021-11-15
2021-06-30	$1,812,974	11,656	+0.6%	Shares	Sole	2021-08-16
2021-03-31	$1,764,497	11,591	+36.4%	Shares	Sole	2021-05-14
2020-12-31	$1,079,586	8,496	+6.5%	Shares	Sole	2021-02-11
2020-09-30	$767,753	7,975	-5.4%	Shares	Sole	2020-11-02
2020-06-30	$793,019	8,431	+3.0%	Shares	Sole	2020-08-14
2020-03-31	$736,715	8,183	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.