Grey Ledge Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1660694 GUILFORD, CT

Position in JPM

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

Position Value

$4,119,448

+$388,029 QoQ

Shares Held

12,585

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#2,272

of 5,058 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Grey Ledge Advisors, LLC holds $5,712,371 across 4 Banks - Diversified names. JPM ranks #1 (72.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	12,585	$4,119,448
2	C	Citigroup Inc	4,116	$576,075
3	TD	Toronto Dominion Bank	4,239	$514,741
4	BAC	Bank Of America Corp /De/	8,812	$502,107

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,119,448	12,585	-0.8%	Shares	Sole	2026-07-27
2026-03-31	$3,731,419	12,685	-3.0%	Shares	Sole	2026-04-21
2025-12-31	$4,212,382	13,073	-1.4%	Shares	Sole	2026-02-05
2025-09-30	$4,182,286	13,259	-6.5%	Shares	Sole	2025-10-21
2025-06-30	$4,112,083	14,184	+0.1%	Shares	Sole	2025-07-15
2025-03-31	$3,474,183	14,163	-6.9%	Shares	Sole	2025-04-18
2024-12-31	$3,647,906	15,218	-0.5%	Shares	Sole	2025-01-21
2024-09-30	$3,225,736	15,298	-4.2%	Shares	Sole	2024-10-25
2024-06-30	$3,228,676	15,963	-0.6%	Shares	Sole	2024-07-18
2024-03-31	$3,218,220	16,067	-1.4%	Shares	Sole	2024-05-02
2023-12-31	$2,771,439	16,293	-2.1%	Shares	Sole	2024-02-13
2023-09-30	$2,413,567	16,643	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$2,415,758	16,610	+0.7%	Shares	Sole	2023-08-08
2023-03-31	$2,149,333	16,494	-8.3%	Shares	Sole	2023-05-18
2022-12-31	$2,411,386	17,982	-28.2%	Shares	Sole	2023-02-16
2022-09-30	$2,618,770	25,060	-1.1%	Shares	Sole	2022-10-18
2022-06-30	$2,852,636	25,332	-1.6%	Shares	Sole	2022-07-20
2022-03-31	$3,508,195	25,735	-4.0%	Shares	Sole	2022-05-02
2021-12-31	$4,246,788	26,819	+15.9%	Shares	Sole	2022-02-11
2021-09-30	$3,787,294	23,137	-16.2%	Shares	Sole	2021-10-22
2021-06-30	$4,292,281	27,596	+1.1%	Shares	Sole	2021-07-29
2021-03-31	$4,155,117	27,295	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.