Stamos Capital Partners, L.P.

Position in JPM — Jpmorgan Chase & Co

CIK 1705399 Menlo Park, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$11,346,239

+$769,423 QoQ

Shares Held

34,663

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.03%

of 13F equity value

Holder Rank

#1,350

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

Stamos Capital Partners, L.P. holds $30,449,509 across 5 Banks - Diversified names. JPM ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	34,663	$11,346,239
2	BAC	Bank Of America Corp /De/	155,337	$8,851,102
3	BCS	Barclays PLC	134,871	$3,622,635
4	HSBC	Hsbc Holdings PLC	37,215	$3,538,774
5	UBS	UBS Group AG	62,364	$3,090,759

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,346,239	34,663	-3.6%	Shares	Sole	2026-08-13
2026-03-31	$10,576,816	35,956	+31.0%	Shares	Sole	2026-05-14
2025-12-31	$8,842,683	27,443	+4.9%	Shares	Sole	2026-02-12
2025-09-30	$8,248,179	26,149	-14.3%	Shares	Sole	2025-11-13
2025-06-30	$8,843,704	30,505	+65.7%	Shares	Sole	2025-08-14
2025-03-31	$4,516,954	18,414	+3.4%	Shares	Sole	2025-05-14
2024-12-31	$4,269,235	17,810	-34.9%	Shares	Sole	2025-02-13
2024-09-30	$5,767,021	27,350	-11.0%	Shares	Sole	2024-11-13
2024-06-30	$6,217,472	30,740	+2.3%	Shares	Sole	2024-08-13
2024-03-31	$6,019,015	30,050	-34.3%	Shares	Sole	2024-05-14
2023-12-31	$7,776,972	45,720	-35.6%	Shares	Sole	2024-02-13
2023-09-30	$10,296,420	71,000	-23.8%	Shares	Sole	2023-11-13
2023-06-30	$13,547,736	93,150	+8.2%	Shares	Sole	2023-08-11
2023-03-31	$11,214,478	86,060	+48.6%	Shares	Sole	2023-05-12
2022-12-31	$7,768,413	57,930	-37.7%	Shares	Sole	2023-02-13
2022-09-30	$9,710,140	92,920	+1.3%	Shares	Sole	2022-11-14
2022-06-30	$10,325,210	91,690	+19.3%	Shares	Sole	2022-08-12
2022-03-31	$10,473,465	76,830	+51.8%	Shares	Sole	2022-05-13
2021-12-31	$8,012,510	50,600	+16.7%	Shares	Sole	2022-02-14
2021-09-30	$7,095,961	43,350	-12.5%	Shares	Sole	2021-11-12
2021-06-30	$7,705,451	49,540	-21.0%	Shares	Sole	2021-08-13
2021-03-31	$9,544,821	62,700	0.0%	Shares	Sole	2021-05-14
2020-12-31	$7,967,289	62,700	-16.4%	Shares	Sole	2021-02-12
2020-09-30	$7,220,250	75,000	+53.1%	Shares	Sole	2020-11-16
2020-06-30	$4,608,940	49,000	-42.5%	Shares	Sole	2020-08-14
2020-03-31	$7,671,276	85,208	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.