Patriot Financial Group Insurance Agency, LLC

Insurance

Position in JPM — Jpmorgan Chase & Co

CIK 1694883 Westborough, MA

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$10,396,328

-$8,953,516 QoQ

Shares Held

31,761

-51.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.25%

of 13F equity value

Holder Rank

#1,411

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

Patriot Financial Group Insurance Agency, LLC holds $21,896,529 across 5 Banks - Diversified names. JPM ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	31,761	$10,396,328
2	WFC	Wells Fargo & Company/Mn	74,895	$6,189,322
3	BNY	Bank of New York Mellon Corp	20,136	$2,911,866
4	BAC	Bank Of America Corp /De/	31,774	$1,810,482
5	C	Citigroup Inc	4,205	$588,531

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,396,328	31,761	-51.7%	Shares	Sole	2026-07-16
2026-03-31	$19,349,844	65,780	+129.7%	Shares	Sole	2026-04-22
2025-12-31	$9,227,091	28,636	+6.1%	Shares	Sole	2026-01-26
2025-09-30	$8,512,824	26,988	-17.8%	Shares	Sole	2025-10-08
2025-06-30	$9,522,963	32,848	+7.3%	Shares	Sole	2025-07-21
2025-03-31	$7,512,067	30,624	+0.4%	Shares	Sole	2025-04-14
2024-12-31	$7,313,552	30,510	+1.4%	Shares	Sole	2025-01-22
2024-09-30	$6,342,457	30,079	+10.4%	Shares	Sole	2024-10-24
2024-06-30	$5,511,382	27,249	+5.3%	Shares	Sole	2024-07-26
2024-03-31	$5,180,959	25,866	+5.1%	Shares	Sole	2024-04-30
2023-12-31	$4,187,862	24,620	+9.7%	Shares	Sole	2024-01-19
2023-09-30	$3,255,553	22,449	+3.8%	Shares	Sole	2023-10-19
2023-06-30	$3,143,976	21,617	+5.9%	Shares	Sole	2023-07-17
2023-03-31	$2,659,105	20,406	+25.4%	Shares	Sole	2023-04-20
2022-12-31	$2,182,075	16,272	+8.3%	Shares	Sole	2023-01-17
2022-09-30	$1,570,112	15,025	+41.6%	Shares	Sole	2022-11-01
2022-06-30	$1,194,792	10,610	+7.1%	Shares	Sole	2022-07-29
2022-03-31	$1,350,794	9,909	-17.8%	Shares	Sole	2022-05-11
2021-12-31	$1,910,017	12,062	-8.0%	Shares	Sole	2022-01-10
2021-09-30	$2,145,484	13,107	+9.5%	Shares	Sole	2021-11-24
2021-06-30	$1,862,435	11,974	+7.1%	Shares	Sole	2021-07-30
2021-03-31	$1,702,540	11,184	-16.6%	Shares	Sole	2021-04-29
2020-12-31	$1,704,516	13,414	+29.4%	Shares	Sole	2021-01-15
2020-09-30	$998,223	10,369	+2.3%	Shares	Sole	2020-10-21
2020-06-30	$953,580	10,138	-39.8%	Shares	Sole	2020-07-10
2020-03-31	$1,515,024	16,828	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.