Inlet Private Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1759751 Jupiter, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$12,746,230

-$32,080 QoQ

Shares Held

38,940

-10.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.12%

of 13F equity value

Holder Rank

#1,274

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Inlet Private Wealth, LLC holds $32,921,289 across 4 Banks - Diversified names. JPM ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	38,940	$12,746,230
2	C	Citigroup Inc	80,680	$11,291,972
3	BAC	Bank Of America Corp /De/	110,919	$6,320,164
4	BNY	Bank of New York Mellon Corp	17,723	$2,562,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,746,230	38,940	-10.4%	Shares	Sole	2026-08-07
2026-03-31	$12,778,310	43,440	-10.9%	Shares	Sole	2026-05-13
2025-12-31	$15,705,002	48,740	-3.5%	Shares	Sole	2026-01-21
2025-09-30	$15,926,060	50,490	+0.1%	Shares	Sole	2025-10-31
2025-06-30	$14,630,018	50,464	-0.3%	Shares	Sole	2025-08-05
2025-03-31	$12,418,067	50,624	-3.3%	Shares	Sole	2025-05-07
2024-12-31	$12,548,578	52,349	-2.4%	Shares	Sole	2025-01-24
2024-09-30	$11,305,048	53,614	-0.3%	Shares	Sole	2024-10-16
2024-06-30	$10,879,363	53,789	-1.1%	Shares	Sole	2024-07-23
2024-03-31	$10,890,511	54,371	-2.2%	Shares	Sole	2024-04-25
2023-12-31	$9,456,879	55,596	-0.3%	Shares	Sole	2024-01-26
2023-09-30	$8,084,284	55,746	-11.7%	Shares	Sole	2023-10-30
2023-06-30	$9,178,136	63,106	-0.2%	Shares	Sole	2023-07-27
2023-03-31	$8,236,373	63,206	-0.7%	Shares	Sole	2023-05-03
2022-12-31	$8,535,867	63,653	+2.7%	Shares	Sole	2023-01-23
2022-09-30	$6,474,820	61,960	+2.5%	Shares	Sole	2022-10-20
2022-06-30	$6,808,062	60,457	+0.0%	Shares	Sole	2022-07-13
2022-03-31	$8,238,908	60,438	+0.3%	Shares	Sole	2022-04-29
2021-12-31	$9,542,012	60,259	-0.0%	Shares	Sole	2022-01-31
2021-09-30	$9,865,268	60,268	0.0%	Shares	Sole	2021-11-12
2021-06-30	$9,374,084	60,268	+0.0%	Shares	Sole	2021-08-04
2021-03-31	$9,171,705	60,249	+1.0%	Shares	Sole	2021-05-05
2020-12-31	$7,578,581	59,641	-0.4%	Shares	Sole	2021-02-11
2020-09-30	$5,765,706	59,891	+3.5%	Shares	Sole	2020-10-16
2020-06-30	$5,443,346	57,871	0.0%	Shares	Sole	2020-08-10
2020-03-31	$5,210,126	57,871	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.