CX Institutional

Position in JPM — Jpmorgan Chase & Co

CIK 1737089 AUBURN, IN

Position in JPM

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$9,642,487

-$1,745,329 QoQ

Shares Held

29,458

-23.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,492

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

CX Institutional holds $17,329,190 across 17 Banks - Diversified names. JPM ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	29,458	$9,642,487
2	C	Citigroup Inc	14,139	$1,978,894
3	BAC	Bank Of America Corp /De/	34,279	$1,953,217
4	WFC	Wells Fargo & Company/Mn	18,127	$1,498,015
5	BNY	Bank of New York Mellon Corp	9,733	$1,407,489
6	RY	Royal Bank Of Canada	1,819	$376,478
7	TD	Toronto Dominion Bank	2,138	$259,617
8	BMO	Bank Of Montreal /Can/	554	$97,891

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,642,487	29,458	-23.9%	Shares	Sole	2026-07-02
2026-03-31	$11,387,816	38,713	-2.3%	Shares	Sole	2026-04-06
2025-12-31	$12,761,845	39,606	-7.5%	Shares	Sole	2026-02-02
2025-09-30	$13,507,974	42,824	+65.8%	Shares	Sole	2025-10-23
2025-06-30	$7,488,375	25,830	+5.0%	Shares	Sole	2025-07-16
2025-03-31	$6,036,833	24,610	+4.6%	Shares	Sole	2025-04-15
2024-12-31	$5,642,054	23,537	+14.2%	Shares	Sole	2025-01-21
2024-09-30	$4,346,246	20,612	-6.3%	Shares	Sole	2024-10-11
2024-06-30	$4,451,540	22,009	-6.3%	Shares	Sole	2024-07-11
2024-03-31	$4,704,846	23,489	-40.5%	Shares	Sole	2024-04-15
2023-12-31	$6,720,480	39,509	+0.6%	Shares	Sole	2024-01-12
2023-09-30	$5,692,760	39,255	+101.0%	Shares	Sole	2023-10-18
2023-06-30	$2,839,861	19,526	+8.0%	Shares	Sole	2023-07-26
2023-03-31	$2,354,962	18,072	+23.1%	Shares	Sole	2023-05-04
2022-12-31	$1,968,319	14,678	+28.3%	Shares	Sole	2023-02-03
2022-09-30	$1,195,375	11,439	-0.2%	Shares	Sole	2022-11-04
2022-06-30	$1,290,510	11,460	-5.0%	Shares	Sole	2022-08-02
2022-03-31	$1,644,428	12,063	+3.7%	Shares	Sole	2022-05-09
2021-12-31	$1,842,718	11,637	-0.2%	Shares	Sole	2022-01-18
2021-09-30	$1,908,952	11,662	-3.3%	Shares	Sole	2021-11-10
2021-06-30	$1,874,879	12,054	-5.0%	Shares	Sole	2021-08-04
2021-03-31	$1,931,189	12,686	-62.4%	Shares	Sole	2021-04-15
2020-12-31	$4,286,960	33,737	-2.6%	Shares	Sole	2021-01-12
2020-09-30	$3,335,274	34,645	+14.2%	Shares	Sole	2020-10-13
2020-06-30	$2,853,027	30,332	+16.2%	Shares	Sole	2020-08-06
2020-03-31	$2,350,413	26,107	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.