Pinion Investment Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1738738 WICHITA, KS

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,956,444

+$371,366 QoQ

Shares Held

9,032

+2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.03%

of 13F equity value

Holder Rank

#2,586

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

Pinion Investment Advisors, LLC holds $5,409,144 across 4 Banks - Diversified names. JPM ranks #1 (54.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	9,032	$2,956,444
2	BAC	Bank Of America Corp /De/	22,731	$1,295,212
3	C	Citigroup Inc	4,565	$638,917
4	BNY	Bank of New York Mellon Corp	3,586	$518,571

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,956,444	9,032	+2.8%	Shares	Sole	2026-08-06
2026-03-31	$2,585,078	8,788	-6.2%	Shares	Sole	2026-04-24
2025-12-31	$3,017,268	9,364	-5.1%	Shares	Sole	2026-01-29
2025-09-30	$3,113,294	9,870	-1.7%	Shares	Sole	2025-10-27
2025-06-30	$2,910,986	10,041	+0.6%	Shares	Sole	2025-07-24
2025-03-31	$2,448,094	9,980	+2.3%	Shares	Sole	2025-04-17
2024-12-31	$2,337,891	9,753	-1.9%	Shares	Sole	2025-02-06
2024-09-30	$2,095,315	9,937	+4.7%	Shares	Sole	2024-11-12
2024-06-30	$1,919,447	9,490	+0.8%	Shares	Sole	2024-08-08
2024-03-31	$1,885,824	9,415	+9.1%	Shares	Sole	2024-05-09
2023-12-31	$1,467,792	8,629	+21.8%	Shares	Sole	2024-01-25
2023-09-30	$1,027,031	7,082	-2.9%	Shares	Sole	2023-11-06
2023-06-30	$1,061,130	7,296	+22.4%	Shares	Sole	2023-08-07
2023-03-31	$776,908	5,962	+0.0%	Shares	Sole	2023-05-15
2022-12-31	$799,236	5,960	-24.2%	Shares	Sole	2023-02-09
2022-09-30	$821,579	7,862	-17.3%	Shares	Sole	2022-11-14
2022-06-30	$1,071,146	9,512	-2.0%	Shares	Sole	2022-08-15
2022-03-31	$1,323,667	9,710	-1.6%	Shares	Sole	2022-05-13
2021-12-31	$1,562,756	9,869	+2.0%	Shares	Sole	2022-02-15
2021-09-30	$1,584,519	9,680	+1.6%	Shares	Sole	2021-11-15
2021-06-30	$1,482,607	9,532	+6.2%	Shares	Sole	2021-08-12
2021-03-31	$1,366,416	8,976	+7.9%	Shares	Sole	2021-05-14
2020-12-31	$1,056,841	8,317	+4.9%	Shares	Sole	2021-02-12
2020-09-30	$763,132	7,927	0.0%	Shares	Sole	2020-11-13
2020-06-30	$745,613	7,927	+9.7%	Shares	Sole	2020-08-18
2020-03-31	$650,736	7,228	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.