McAdam, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1695490 Philadelphia, PA

Position in JPM

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

Position Value

$2,623,222

+$852,379 QoQ

Shares Held

8,014

+33.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#2,720

of 5,056 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McAdam, LLC holds $5,430,380 across 5 Banks - Diversified names. JPM ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,014	$2,623,222
2	BAC	Bank Of America Corp /De/	17,007	$969,058
3	WFC	Wells Fargo & Company/Mn	9,723	$803,508
4	C	Citigroup Inc	4,840	$677,406
5	BNY	Bank of New York Mellon Corp	2,470	$357,186

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,623,222	8,014	+33.1%	Shares	Sole	2026-08-04
2026-03-31	$1,770,843	6,020	+5.6%	Shares	Sole	2026-05-08
2025-12-31	$1,837,298	5,702	+9.0%	Shares	Sole	2026-02-13
2025-09-30	$1,650,645	5,233	+4.8%	Shares	Sole	2025-10-29
2025-06-30	$1,447,520	4,993	+1.2%	Shares	Sole	2025-07-15
2025-03-31	$1,210,310	4,934	+2.8%	Shares	Sole	2025-05-21
2024-12-31	$1,150,368	4,799	+12.7%	Shares	Sole	2025-01-24
2024-09-30	$898,052	4,259	+8.1%	Shares	Sole	2024-10-22
2024-06-30	$796,702	3,939	+13.1%	Shares	Sole	2024-07-24
2024-03-31	$697,644	3,483	+7.7%	Shares	Sole	2024-04-23
2023-12-31	$549,933	3,233	-1.3%	Shares	Sole	2024-02-05
2023-09-30	$474,795	3,274	+13.4%	Shares	Sole	2023-10-31
2023-06-30	$419,885	2,887	+26.8%	Shares	Sole	2023-08-02
2023-03-31	$296,585	2,276	—	Shares	Sole	2023-04-24
No filing history on record for this holder in this stock.