FORA Capital, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1742435 MIAMI, FL

Position in JPM

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

Position Value

$2,896,543

+$1,878,750 QoQ

Shares Held

8,849

+155.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,605

of 5,058 holders

Holding Since

Mar 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FORA Capital, LLC holds $15,058,068 across 4 Banks - Diversified names. JPM ranks #2 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	164,671	$9,382,953
2	JPM	Jpmorgan Chase & Co This page	8,849	$2,896,543
3	C	Citigroup Inc	15,946	$2,231,802
4	BNY	Bank of New York Mellon Corp	3,781	$546,770

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,896,543	8,849	+155.8%	Shares	Sole	2026-08-13
2026-03-31	$1,017,793	3,460	-93.4%	Shares	Sole	2026-05-15
2023-03-31	$6,870,594	52,725	-19.4%	Shares	Sole	2023-05-12
2022-06-30	$7,370,887	65,455	+76.7%	Shares	Sole	2022-08-11
2021-09-30	$6,062,586	37,037	+48.5%	Shares	Sole	2021-11-15
2020-12-31	$3,169,507	24,943	+126.2%	Shares	Sole	2021-02-12
2020-03-31	$992,850	11,028	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.