Lantz Financial LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1766883 NAPERVILLE, IL

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,640,898

+$263,203 QoQ

Shares Held

8,068

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#2,711

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lantz Financial LLC holds $5,542,374 across 4 Banks - Diversified names. JPM ranks #1 (47.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,068	$2,640,898
2	WFC	Wells Fargo & Company/Mn	14,912	$1,232,327
3	BAC	Bank Of America Corp /De/	19,267	$1,097,833
4	C	Citigroup Inc	4,082	$571,316

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,640,898	8,068	-0.2%	Shares	Sole	2026-07-09
2026-03-31	$2,377,695	8,083	-1.5%	Shares	Sole	2026-04-09
2025-12-31	$2,644,781	8,208	-1.5%	Shares	Sole	2026-01-14
2025-09-30	$2,627,847	8,331	+19.5%	Shares	Sole	2025-11-06
2025-06-30	$2,021,252	6,972	+1.6%	Shares	Sole	2025-07-11
2025-03-31	$1,683,984	6,865	+1.0%	Shares	Sole	2025-04-08
2024-12-31	$1,629,308	6,797	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$1,428,998	6,777	+4.5%	Shares	Sole	2024-10-15
2024-06-30	$1,311,453	6,484	-0.1%	Shares	Sole	2024-08-07
2024-03-31	$1,300,147	6,491	-0.3%	Shares	Sole	2024-04-10
2023-12-31	$1,107,521	6,511	+3.8%	Shares	Sole	2024-01-12
2023-09-30	$910,000	6,275	+0.6%	Shares	Sole	2023-10-20
2023-06-30	$906,818	6,235	+9.1%	Shares	Sole	2023-07-12
2023-03-31	$744,461	5,713	-19.2%	Shares	Sole	2023-04-10
2022-12-31	$948,087	7,070	+12.7%	Shares	Sole	2023-01-23
2022-09-30	$655,424	6,272	+23.1%	Shares	Sole	2022-10-17
2022-06-30	$573,747	5,095	0.0%	Shares	Sole	2022-07-29
2022-03-31	$694,550	5,095	-1.1%	Shares	Sole	2022-05-05
2021-12-31	$815,660	5,151	-2.2%	Shares	Sole	2022-01-19
2021-09-30	$862,155	5,267	-3.3%	Shares	Sole	2021-10-14
2021-06-30	$846,915	5,445	-2.7%	Shares	Sole	2021-07-16
2021-03-31	$851,726	5,595	-3.5%	Shares	Sole	2021-04-19
2020-12-31	$736,497	5,796	+8.1%	Shares	Sole	2021-01-19
2020-09-30	$516,007	5,360	+16.1%	Shares	Sole	2020-10-09
2020-06-30	$434,086	4,615	-45.0%	Shares	Sole	2020-07-22
2020-03-31	$755,351	8,390	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.