SevenBridge Financial Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1673954 HARRISBURG, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$13,065,704

+$1,265,476 QoQ

Shares Held

39,916

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.25%

of 13F equity value

Holder Rank

#1,249

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Financial Services · as of Jun 30, 2026

SevenBridge Financial Group, LLC holds $16,663,357 across 3 Banks - Diversified names. JPM ranks #1 (78.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	39,916	$13,065,704
2	BAC	Bank Of America Corp /De/	57,568	$3,280,224
3	C	Citigroup Inc	2,268	$317,429

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,065,704	39,916	-0.5%	Shares	Sole	2026-08-12
2026-03-31	$11,800,228	40,115	-3.9%	Shares	Sole	2026-04-23
2025-12-31	$13,447,529	41,734	-0.7%	Shares	Sole	2026-02-02
2025-09-30	$13,255,630	42,024	-4.2%	Shares	Sole	2025-11-13
2025-06-30	$12,721,250	43,880	-1.1%	Shares	Sole	2025-09-04
2025-03-31	$10,881,998	44,362	-6.3%	Shares	Sole	2025-05-13
2024-12-31	$11,353,145	47,362	+1.2%	Shares	Sole	2025-02-12
2024-09-30	$9,867,615	46,797	+3.1%	Shares	Sole	2024-11-12
2024-06-30	$9,176,131	45,368	-0.2%	Shares	Sole	2024-08-09
2024-03-31	$9,102,433	45,444	-3.8%	Shares	Sole	2024-05-10
2023-12-31	$8,036,884	47,248	+0.3%	Shares	Sole	2024-01-22
2023-09-30	$6,834,357	47,127	+2.3%	Shares	Sole	2023-10-25
2023-06-30	$6,697,948	46,053	-0.7%	Shares	Sole	2023-07-26
2023-03-31	$6,045,080	46,390	+2.0%	Shares	Sole	2023-04-20
2022-12-31	$6,096,856	45,465	+2.7%	Shares	Sole	2023-01-26
2022-09-30	$4,628,409	44,291	+2.6%	Shares	Sole	2022-10-17
2022-06-30	$4,860,472	43,162	+1.9%	Shares	Sole	2022-07-12
2022-03-31	$5,775,742	42,369	+0.3%	Shares	Sole	2022-04-15
2021-12-31	$6,688,704	42,240	-0.0%	Shares	Sole	2022-01-20
2021-09-30	$6,914,592	42,242	-2.1%	Shares	Sole	2021-10-14
2021-06-30	$6,711,395	43,149	+0.7%	Shares	Sole	2021-07-26
2021-03-31	$6,520,315	42,832	-0.5%	Shares	Sole	2021-04-20
2020-12-31	$5,468,711	43,037	-0.6%	Shares	Sole	2021-01-19
2020-09-30	$4,168,683	43,302	-3.8%	Shares	Sole	2020-10-22
2020-06-30	$4,234,299	45,017	-1.6%	Shares	Sole	2020-07-24
2020-03-31	$4,120,132	45,764	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.