Shepherd Financial Partners LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1696628 WINCHESTER, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$15,065,035

+$1,441,309 QoQ

Shares Held

46,024

-0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.91%

of 13F equity value

Holder Rank

#1,160

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $19,370,108 across 3 Banks - Diversified names. JPM ranks #1 (77.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	46,024	$15,065,035
2	BAC	Bank Of America Corp /De/	59,738	$3,403,871
3	C	Citigroup Inc	6,439	$901,202

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,065,035	46,024	-0.6%	Shares	Sole	2026-08-10
2026-03-31	$13,623,726	46,314	-2.1%	Shares	Sole	2026-05-11
2025-12-31	$15,243,261	47,307	-1.6%	Shares	Sole	2026-02-10
2025-09-30	$15,169,344	48,091	+0.0%	Shares	Sole	2025-11-07
2025-06-30	$13,935,393	48,068	-0.1%	Shares	Sole	2025-08-13
2025-03-31	$11,802,364	48,114	+2.0%	Shares	Sole	2025-04-18
2024-12-31	$11,301,847	47,148	+0.5%	Shares	Sole	2025-01-28
2024-09-30	$9,887,436	46,891	+1.5%	Shares	Sole	2024-10-28
2024-06-30	$9,348,052	46,218	+0.7%	Shares	Sole	2024-08-08
2024-03-31	$9,193,369	45,898	+2.2%	Shares	Sole	2024-04-23
2023-12-31	$7,640,721	44,919	+0.2%	Shares	Sole	2024-02-12
2023-09-30	$6,500,811	44,827	+6.9%	Shares	Sole	2023-11-08
2023-06-30	$6,100,335	41,944	+2.6%	Shares	Sole	2023-08-11
2023-03-31	$5,326,942	40,879	+1.4%	Shares	Sole	2023-05-02
2022-12-31	$5,408,387	40,331	+0.9%	Shares	Sole	2023-02-14
2022-09-30	$4,176,029	39,962	+2.1%	Shares	Sole	2022-11-09
2022-06-30	$4,407,217	39,137	+3.1%	Shares	Sole	2022-08-15
2022-03-31	$5,175,934	37,969	+3.0%	Shares	Sole	2022-05-13
2021-12-31	$5,835,830	36,854	+2.7%	Shares	Sole	2022-02-14
2021-09-30	$5,875,488	35,894	+0.8%	Shares	Sole	2021-11-15
2021-06-30	$5,540,956	35,624	+2.2%	Shares	Sole	2021-08-16
2021-03-31	$5,307,042	34,862	+2.5%	Shares	Sole	2021-05-14
2020-12-31	$4,321,269	34,007	+3.3%	Shares	Sole	2021-02-16
2020-09-30	$3,168,727	32,915	+1.4%	Shares	Sole	2020-11-16
2020-06-30	$3,052,152	32,449	+3.5%	Shares	Sole	2020-08-05
2020-03-31	$2,822,620	31,352	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.