Black Diamond Financial, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1759236 TOWSON, MD

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,044,169

+$306,717 QoQ

Shares Held

9,300

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.86%

of 13F equity value

Holder Rank

#2,560

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

Black Diamond Financial, LLC holds $5,214,762 across 4 Banks - Diversified names. JPM ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	9,300	$3,044,169
2	BAC	Bank Of America Corp /De/	26,610	$1,516,237
3	WFC	Wells Fargo & Company/Mn	4,116	$340,146
4	C	Citigroup Inc	2,245	$314,210

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,044,169	9,300	-0.1%	Shares	Sole	2026-08-04
2026-03-31	$2,737,452	9,306	+0.1%	Shares	Sole	2026-05-05
2025-12-31	$2,995,679	9,297	+13.7%	Shares	Sole	2026-02-03
2025-09-30	$2,579,271	8,177	+11.8%	Shares	Sole	2025-11-05
2025-06-30	$2,119,821	7,312	-2.8%	Shares	Sole	2025-07-30
2025-03-31	$1,845,637	7,524	+0.8%	Shares	Sole	2025-04-30
2024-12-31	$1,788,955	7,463	-1.4%	Shares	Sole	2025-02-04
2024-09-30	$1,596,210	7,570	+21.7%	Shares	Sole	2024-11-06
2024-06-30	$1,258,259	6,221	+9.6%	Shares	Sole	2024-08-09
2024-03-31	$1,137,303	5,678	0.0%	Shares	Sole	2024-05-06
2023-12-31	$965,827	5,678	+3.0%	Shares	Sole	2024-02-12
2023-09-30	$799,785	5,515	+4.1%	Shares	Sole	2023-11-03
2023-06-30	$770,541	5,298	-7.5%	Shares	Sole	2023-08-02
2023-03-31	$746,676	5,730	+8.1%	Shares	Sole	2023-05-11
2022-12-31	$711,132	5,303	+0.0%	Shares	Sole	2023-02-06
2022-09-30	$554,059	5,302	-12.2%	Shares	Sole	2022-11-09
2022-06-30	$679,826	6,037	-12.1%	Shares	Sole	2022-07-27
2022-03-31	$935,973	6,866	+20.3%	Shares	Sole	2022-05-09
2021-12-31	$903,545	5,706	-0.6%	Shares	Sole	2022-02-07
2021-09-30	$940,071	5,743	-1.9%	Shares	Sole	2021-11-02
2021-06-30	$910,220	5,852	0.0%	Shares	Sole	2021-07-27
2021-03-31	$890,849	5,852	0.0%	Shares	Sole	2021-05-03
2020-12-31	$743,613	5,852	-13.1%	Shares	Sole	2021-01-27
2020-09-30	$648,474	6,736	+1.7%	Shares	Sole	2020-10-23
2020-06-30	$623,241	6,626	-3.3%	Shares	Sole	2020-07-29
2020-03-31	$616,795	6,851	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.