SIMON QUICK ADVISORS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1692038 MORRISTOWN, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$8,895,192

+$737,842 QoQ

Shares Held

27,175

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#1,571

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Financial Services · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $45,598,019 across 5 Banks - Diversified names. JPM ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	513,385	$29,252,677
2	JPM	Jpmorgan Chase & Co This page	27,175	$8,895,192
3	C	Citigroup Inc	47,903	$6,704,503
4	BNY	Bank of New York Mellon Corp	3,339	$482,852
5	WFC	Wells Fargo & Company/Mn	3,180	$262,795

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,895,192	27,175	-2.0%	Shares	Sole	2026-07-28
2026-03-31	$8,157,350	27,731	-3.5%	Shares	Sole	2026-05-06
2025-12-31	$9,262,536	28,746	-2.9%	Shares	Sole	2026-01-29
2025-09-30	$9,338,936	29,607	+3.8%	Shares	Sole	2025-10-21
2025-06-30	$8,269,102	28,523	-7.6%	Shares	Sole	2025-10-08
2025-03-31	$7,575,354	30,882	+20.0%	Shares	Sole	2025-04-15
2024-12-31	$6,167,019	25,727	+10.3%	Shares	Sole	2025-01-17
2024-09-30	$4,916,833	23,318	+16.3%	Shares	Sole	2024-10-15
2024-06-30	$4,056,122	20,054	-5.5%	Shares	Sole	2024-08-02
2024-03-31	$4,248,963	21,213	+23.0%	Shares	Sole	2024-04-19
2023-12-31	$2,933,544	17,246	-10.8%	Shares	Sole	2024-01-16
2023-09-30	$2,803,671	19,333	+16.6%	Shares	Sole	2023-10-24
2023-06-30	$2,411,831	16,583	-14.6%	Shares	Sole	2023-08-01
2023-03-31	$2,529,838	19,414	+29.9%	Shares	Sole	2023-05-15
2022-12-31	$2,004,795	14,950	+31.6%	Shares	Sole	2023-01-30
2022-09-30	$1,187,120	11,360	+43.3%	Shares	Sole	2022-11-07
2022-06-30	$892,884	7,929	+34.0%	Shares	Sole	2022-08-08
2022-03-31	$806,741	5,918	-49.7%	Shares	Sole	2022-05-05
2021-12-31	$1,861,404	11,755	+80.2%	Shares	Sole	2022-02-08
2021-09-30	$1,067,913	6,524	+12.9%	Shares	Sole	2021-10-27
2021-06-30	$898,710	5,778	-0.4%	Shares	Sole	2021-07-21
2021-03-31	$883,542	5,804	+7.9%	Shares	Sole	2021-05-06
2020-12-31	$683,763	5,381	+41.8%	Shares	Sole	2021-01-27
2020-09-30	$365,248	3,794	-1.8%	Shares	Sole	2020-10-26
2020-06-30	$363,353	3,863	-5.5%	Shares	Sole	2020-08-04
2020-03-31	$368,132	4,089	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.