Nicholas Hoffman & Company, LLC.

Position in JPM — Jpmorgan Chase & Co

CIK 1678953 ATLANTA, GA

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,120,102

+$389,271 QoQ

Shares Held

12,587

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,270

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

Nicholas Hoffman & Company, LLC. holds $11,525,193 across 8 Banks - Diversified names. JPM ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	75,217	$4,285,864
2	JPM	Jpmorgan Chase & Co This page	12,587	$4,120,102
3	WFC	Wells Fargo & Company/Mn	17,207	$1,421,986
4	C	Citigroup Inc	5,058	$707,917
5	RY	Royal Bank Of Canada	1,895	$392,208
6	HSBC	Hsbc Holdings PLC	2,339	$222,415
7	BCS	Barclays PLC	8,070	$216,760
8	SAN	Banco Santander, S.A.	11,445	$157,941

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,120,102	12,587	-0.8%	Shares	Sole	2026-08-04
2026-03-31	$3,730,831	12,683	+0.6%	Shares	Sole	2026-04-29
2025-12-31	$4,063,516	12,611	+1.0%	Shares	Sole	2026-02-02
2025-09-30	$3,937,197	12,482	+2.2%	Shares	Sole	2025-11-12
2025-06-30	$3,540,380	12,212	+1.6%	Shares	Sole	2025-08-06
2025-03-31	$2,949,241	12,023	-1.0%	Shares	Sole	2025-06-23
2024-12-31	$2,911,038	12,144	-6.0%	Shares	Sole	2025-06-23
2024-09-30	$2,723,889	12,918	+0.2%	Shares	Sole	2025-06-23
2024-06-30	$2,607,940	12,894	+0.4%	Shares	Sole	2024-08-02
2024-03-31	$2,572,853	12,845	-7.7%	Shares	Sole	2024-04-22
2023-12-31	$2,368,132	13,922	+8.7%	Shares	Sole	2024-02-01
2023-09-30	$1,857,126	12,806	+0.9%	Shares	Sole	2023-11-06
2023-06-30	$1,846,506	12,696	+4.7%	Shares	Sole	2023-08-09
2023-03-31	$1,579,878	12,124	-0.2%	Shares	Sole	2023-05-15
2022-12-31	$1,628,510	12,144	-1.5%	Shares	Sole	2023-02-13
2022-09-30	$1,288,589	12,331	-2.2%	Shares	Sole	2022-11-04
2022-06-30	$1,419,786	12,608	+2.8%	Shares	Sole	2022-08-09
2022-03-31	$1,671,555	12,262	-2.6%	Shares	Sole	2022-05-10
2021-12-31	$1,994,259	12,594	+3.9%	Shares	Sole	2022-02-10
2021-09-30	$1,983,268	12,116	+1.9%	Shares	Sole	2021-11-04
2021-06-30	$1,850,148	11,895	+16.4%	Shares	Sole	2021-08-10
2021-03-31	$1,555,638	10,219	-3.5%	Shares	Sole	2021-05-11
2020-12-31	$1,345,925	10,592	+3.5%	Shares	Sole	2021-02-11
2020-09-30	$985,515	10,237	-17.2%	Shares	Sole	2020-11-12
2020-06-30	$1,163,334	12,368	+20.5%	Shares	Sole	2020-08-12
2020-03-31	$924,428	10,268	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.