Wilkinson Global Asset Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1764000 New York, NY

Position in JPM

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

Position Value

$81,331,684

-$16,105,580 QoQ

Shares Held

248,470

-25.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

6.54%

of 13F equity value

Holder Rank

#458

of 5,073 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

Wilkinson Global Asset Management LLC holds $106,985,771 across 4 Banks - Diversified names. JPM ranks #1 (76.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	248,470	$81,331,684
2	SAN	Banco Santander, S.A.	1,654,997	$22,838,958
3	WFC	Wells Fargo & Company/Mn	30,400	$2,512,256
4	C	Citigroup Inc	2,164	$302,873

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,331,684	248,470	-25.0%	Shares	Sole	2026-08-06
2026-03-31	$97,437,264	331,239	-6.4%	Shares	Other	2026-05-13
2025-12-31	$114,084,246	354,057	-7.1%	Shares	Sole	2026-02-11
2025-09-30	$120,158,326	380,935	-3.1%	Shares	Other	2025-11-04
2025-06-30	$114,004,787	393,242	-12.3%	Shares	Sole	2025-08-11
2025-03-31	$110,024,163	448,529	-1.5%	Shares	Sole	2025-05-01
2024-12-31	$109,165,850	455,408	-6.9%	Shares	Sole	2025-01-31
2024-09-30	$103,190,666	489,380	-3.1%	Shares	Sole	2024-10-31
2024-06-30	$102,195,707	505,269	-1.1%	Shares	Other	2024-08-06
2024-03-31	$102,329,864	510,883	-4.4%	Shares	Other	2024-05-10
2023-12-31	$90,888,512	534,324	-0.2%	Shares	Sole	2024-02-12
2023-09-30	$77,627,320	535,287	-0.6%	Shares	Other	2023-11-14
2023-06-30	$78,290,496	538,301	-1.8%	Shares	Other	2023-07-28
2023-03-31	$71,444,281	548,264	-1.9%	Shares	Other	2023-05-12
2022-12-31	$74,938,432	558,825	-1.3%	Shares	Sole	2023-01-31
2022-09-30	$59,192,770	566,438	-0.1%	Shares	Sole	2022-10-19
2022-06-30	$63,856,626	567,060	-2.7%	Shares	Sole	2022-07-26
2022-03-31	$79,405,990	582,497	+0.8%	Shares	Sole	2022-05-09
2021-12-31	$91,550,843	578,155	+0.8%	Shares	Other	2022-02-14
2021-09-30	$93,855,916	573,376	-1.0%	Shares	Other	2021-11-15
2021-06-30	$90,089,856	579,207	+1.2%	Shares	Other	2021-08-16
2021-03-31	$87,086,368	572,071	—	Shares	Other	2021-04-28
No filing history on record for this holder in this stock.