LYELL WEALTH MANAGEMENT, LP

Position in JPM — Jpmorgan Chase & Co

CIK 1686444 MENLO PARK, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$33,902,877

+$4,316,853 QoQ

Shares Held

103,574

+3.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.48%

of 13F equity value

Holder Rank

#740

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

LYELL WEALTH MANAGEMENT, LP holds $38,512,295 across 3 Banks - Diversified names. JPM ranks #1 (88.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	103,574	$33,902,877
2	BAC	Bank Of America Corp /De/	75,268	$4,288,770
3	C	Citigroup Inc	2,291	$320,648

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,902,877	103,574	+3.0%	Shares	Sole	2026-08-05
2026-03-31	$29,586,024	100,578	-0.2%	Shares	Sole	2026-05-07
2025-12-31	$32,485,253	100,817	+4.3%	Shares	Sole	2026-02-12
2025-09-30	$30,493,564	96,673	-3.6%	Shares	Sole	2025-11-06
2025-06-30	$29,069,275	100,270	+4.7%	Shares	Sole	2025-07-29
2025-03-31	$23,494,834	95,780	+6.4%	Shares	Sole	2025-05-08
2024-12-31	$21,587,084	90,055	+0.2%	Shares	Sole	2025-02-03
2024-09-30	$18,951,042	89,875	+1.7%	Shares	Sole	2024-10-23
2024-06-30	$17,877,559	88,389	+2.3%	Shares	Sole	2024-08-08
2024-03-31	$17,302,114	86,381	-0.1%	Shares	Sole	2024-05-03
2023-12-31	$14,710,758	86,483	+1.0%	Shares	Sole	2024-02-02
2023-09-30	$12,414,147	85,603	-1.6%	Shares	Sole	2023-10-31
2023-06-30	$12,648,771	86,969	+1.3%	Shares	Sole	2023-08-04
2023-03-31	$11,184,767	85,832	-2.2%	Shares	Sole	2023-05-03
2022-12-31	$11,771,029	87,778	+1.6%	Shares	Sole	2023-01-24
2022-09-30	$9,027,859	86,391	+2.3%	Shares	Sole	2022-10-24
2022-06-30	$9,508,225	84,435	-0.6%	Shares	Sole	2022-07-28
2022-03-31	$11,579,293	84,942	-0.8%	Shares	Sole	2022-05-04
2021-12-31	$13,554,284	85,597	+1.7%	Shares	Sole	2022-02-08
2021-09-30	$13,770,584	84,126	+0.4%	Shares	Sole	2021-11-10
2021-06-30	$13,029,585	83,770	+4.2%	Shares	Sole	2021-08-09
2021-03-31	$12,237,008	80,385	+10.0%	Shares	Sole	2021-05-07
2020-12-31	$9,283,607	73,059	+4.4%	Shares	Sole	2021-02-04
2020-09-30	$6,736,011	69,970	-0.6%	Shares	Sole	2020-11-04
2020-06-30	$6,619,096	70,371	+7.3%	Shares	Sole	2020-07-30
2020-03-31	$5,905,517	65,595	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.