Ellis Investment Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1765590 Berwyn, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$341,077

+$23,091 QoQ

Shares Held

1,042

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#4,595

of 5,058 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ellis Investment Partners, LLC holds $1,547,995 across 5 Banks - Diversified names. JPM ranks #3 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	6,476	$369,002
2	WFC	Wells Fargo & Company/Mn	4,179	$345,352
3	JPM	Jpmorgan Chase & Co This page	1,042	$341,077
4	C	Citigroup Inc	1,857	$259,905
5	TD	Toronto Dominion Bank	1,916	$232,659

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,077	1,042	-3.6%	Shares	Sole	2026-08-05
2026-03-31	$317,986	1,081	+72.7%	Shares	Sole	2026-05-12
2025-12-31	$201,709	626	-34.7%	Shares	Sole	2026-02-02
2025-03-31	$234,997	958	-34.6%	Shares	Sole	2025-04-22
2023-09-30	$212,454	1,465	+0.5%	Shares	Sole	2023-11-01
2023-06-30	$211,906	1,457	-6.7%	Shares	Sole	2023-08-07
2023-03-31	$203,544	1,562	-13.5%	Shares	Sole	2023-05-10
2022-12-31	$242,184	1,806	+0.7%	Shares	Sole	2023-01-31
2022-09-30	$187,368	1,793	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$200,445	1,780	+0.7%	Shares	Sole	2022-08-01
2022-03-31	$240,877	1,767	+95.0%	Shares	Sole	2022-05-03
2021-12-31	$143,465	906	+10.1%	Shares	Sole	2022-02-01
2021-09-30	$134,716	823	+14.1%	Shares	Sole	2021-10-21
2021-06-30	$112,144	721	-7.2%	Shares	Sole	2021-07-26
2021-03-31	$118,282	777	+0.5%	Shares	Sole	2021-05-03
2020-12-31	$98,225	773	+0.8%	Shares	Sole	2021-01-20
2020-09-30	$73,839	767	+0.8%	Shares	Sole	2020-10-19
2020-06-30	$71,579	761	-17.1%	Shares	Sole	2020-07-13
2020-03-31	$82,647	918	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.