Vest Financial, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1709632 MCLEAN, VA

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$83,587,643

+$13,598,743 QoQ

Shares Held

255,362

+7.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#446

of 5,057 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Vest Financial, LLC holds $299,261,811 across 5 Banks - Diversified names. JPM ranks #1 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	255,362	$83,587,643
2	BNY	Bank of New York Mellon Corp	528,232	$76,387,628
3	BAC	Bank Of America Corp /De/	1,339,065	$76,299,923
4	WFC	Wells Fargo & Company/Mn	474,355	$39,200,696
5	C	Citigroup Inc	169,948	$23,785,921

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$83,587,643	255,362	+7.3%	Shares	Defined	2026-07-24
2026-03-31	$69,988,900	237,928	+7.9%	Shares	Defined	2026-04-24
2025-12-31	$71,059,498	220,531	+6.3%	Shares	Sole	2026-01-30
2025-09-30	$65,442,261	207,470	+6.6%	Shares	Sole	2025-10-30
2025-06-30	$56,435,619	194,666	+5.7%	Shares	Sole	2025-07-25
2025-03-31	$45,169,786	184,141	+22.3%	Shares	Sole	2025-04-11
2024-12-31	$36,081,867	150,523	+7.8%	Shares	Sole	2025-01-28
2024-09-30	$29,454,822	139,689	+20.8%	Shares	Defined	2024-10-18
2024-06-30	$23,382,064	115,604	+20.2%	Shares	Sole	2024-08-08
2024-03-31	$19,264,853	96,180	+18.0%	Shares	Defined	2024-04-30
2023-12-31	$13,865,531	81,514	+25.0%	Shares	Defined	2024-01-11
2023-09-30	$9,455,304	65,200	+68.8%	Shares	Defined	2023-10-30
2023-06-30	$5,619,219	38,636	+260.2%	Shares	Defined	2023-07-28
2023-03-31	$1,397,835	10,727	+265.7%	Shares	Defined	2023-05-12
2022-12-31	$393,315	2,933	—	Shares	Defined	2023-02-13
No filing history on record for this holder in this stock.