Berkeley Capital Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1667694 Milton, GA

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,836,969

+$326,314 QoQ

Shares Held

8,667

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#2,625

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

Berkeley Capital Partners, LLC holds $7,316,707 across 4 Banks - Diversified names. JPM ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,667	$2,836,969
2	BAC	Bank Of America Corp /De/	43,739	$2,492,248
3	C	Citigroup Inc	12,742	$1,783,370
4	WFC	Wells Fargo & Company/Mn	2,470	$204,120

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,836,969	8,667	+1.5%	Shares	Sole	2026-08-06
2026-03-31	$2,510,655	8,535	+78.0%	Shares	Sole	2026-05-07
2025-12-31	$1,545,044	4,795	-38.0%	Shares	Sole	2026-02-05
2025-09-30	$2,439,535	7,734	+1.6%	Shares	Sole	2025-11-10
2025-06-30	$2,206,794	7,612	-2.3%	Shares	Sole	2025-07-30
2025-03-31	$1,912,113	7,795	-1.0%	Shares	Sole	2025-05-05
2024-12-31	$1,886,997	7,872	-8.9%	Shares	Sole	2025-02-11
2024-09-30	$1,822,462	8,643	+6.9%	Shares	Sole	2024-11-14
2024-06-30	$1,635,272	8,085	-5.5%	Shares	Sole	2024-08-14
2024-03-31	$1,713,766	8,556	-3.5%	Shares	Sole	2024-05-14
2023-12-31	$1,507,936	8,865	+0.4%	Shares	Sole	2024-02-09
2023-09-30	$1,280,091	8,827	+3.0%	Shares	Sole	2023-11-14
2023-06-30	$1,246,566	8,571	-17.9%	Shares	Sole	2023-08-03
2023-03-31	$1,360,436	10,440	+4.7%	Shares	Sole	2023-05-02
2022-12-31	$1,336,842	9,969	+4.4%	Shares	Sole	2023-02-10
2022-09-30	$998,288	9,553	+11.7%	Shares	Sole	2022-11-04
2022-06-30	$963,265	8,554	+18.9%	Shares	Sole	2022-08-04
2022-03-31	$980,413	7,192	+57.8%	Shares	Sole	2022-05-05
2021-12-31	$721,600	4,557	+12.6%	Shares	Sole	2022-02-14
2021-09-30	$662,289	4,046	-0.7%	Shares	Sole	2021-11-04
2021-06-30	$633,669	4,074	-2.7%	Shares	Sole	2021-08-16
2021-03-31	$637,387	4,187	+4.4%	Shares	Sole	2021-05-04
2020-12-31	$509,550	4,010	+17.3%	Shares	Sole	2021-01-28
2020-09-30	$329,050	3,418	-9.2%	Shares	Sole	2020-11-03
2020-06-30	$354,229	3,766	-42.6%	Shares	Sole	2020-07-30
2020-03-31	$590,686	6,561	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.