Krilogy Financial LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1659047 ST. LOUIS, MO

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,249,370

+$1,263,953 QoQ

Shares Held

25,202

+6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,631

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

Krilogy Financial LLC holds $20,409,581 across 5 Banks - Diversified names. JPM ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	25,202	$8,249,370
2	BAC	Bank Of America Corp /De/	84,273	$4,801,875
3	C	Citigroup Inc	33,784	$4,728,408
4	WFC	Wells Fargo & Company/Mn	23,477	$1,940,139
5	BNY	Bank of New York Mellon Corp	4,770	$689,789

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,249,370	25,202	+6.1%	Shares	Sole	2026-07-27
2026-03-31	$6,985,417	23,747	+17.7%	Shares	Sole	2026-04-17
2025-12-31	$6,500,144	20,173	+4.2%	Shares	Sole	2026-01-27
2025-09-30	$6,105,778	19,357	+16.8%	Shares	Sole	2025-11-06
2025-06-30	$4,802,938	16,567	+3.7%	Shares	Sole	2025-07-09
2025-03-31	$3,918,912	15,976	+7.5%	Shares	Sole	2025-04-16
2024-12-31	$3,562,809	14,863	+2.0%	Shares	Sole	2025-01-15
2024-09-30	$3,072,230	14,570	-3.7%	Shares	Sole	2024-10-15
2024-06-30	$3,059,587	15,127	-4.8%	Shares	Sole	2024-07-22
2024-03-31	$3,183,167	15,892	+0.4%	Shares	Sole	2024-04-24
2023-12-31	$2,691,492	15,823	+4.5%	Shares	Sole	2024-01-26
2023-09-30	$2,194,877	15,135	-14.4%	Shares	Sole	2023-11-01
2023-06-30	$2,570,506	17,674	-2.5%	Shares	Sole	2023-07-19
2023-03-31	$2,362,259	18,128	-2.1%	Shares	Sole	2023-05-03
2022-12-31	$2,482,727	18,514	+6.5%	Shares	Sole	2023-02-13
2022-09-30	$1,816,210	17,380	-0.5%	Shares	Sole	2022-10-06
2022-06-30	$1,967,409	17,471	+1.0%	Shares	Sole	2022-07-14
2022-03-31	$2,358,063	17,298	+5.4%	Shares	Sole	2022-04-28
2021-12-31	$2,599,631	16,417	-0.4%	Shares	Sole	2022-01-27
2021-09-30	$2,697,447	16,479	+0.9%	Shares	Sole	2021-10-25
2021-06-30	$2,540,745	16,335	+5.2%	Shares	Sole	2021-07-20
2021-03-31	$2,362,761	15,521	+4.7%	Shares	Sole	2021-04-21
2020-12-31	$1,883,431	14,822	-3.6%	Shares	Sole	2021-02-11
2020-09-30	$1,479,958	15,373	-6.3%	Shares	Sole	2020-11-13
2020-06-30	$1,543,618	16,411	-2.7%	Shares	Sole	2020-08-06
2020-03-31	$1,518,806	16,870	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.