Hobart Private Capital, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1767062 CHARLOTTE, NC

Position in JPM

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

Position Value

$1,151,873

+$120,550 QoQ

Shares Held

3,519

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#3,505

of 5,058 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Hobart Private Capital, LLC holds $1,919,570 across 3 Banks - Diversified names. JPM ranks #1 (60.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,519	$1,151,873
2	BAC	Bank Of America Corp /De/	9,575	$545,582
3	C	Citigroup Inc	1,587	$222,115

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,151,873	3,519	+0.4%	Shares	Defined	2026-07-06
2026-03-31	$1,031,323	3,506	+3.9%	Shares	Defined	2026-04-07
2025-12-31	$1,087,490	3,375	+108.7%	Shares	Defined	2026-01-27
2025-09-30	$510,049	1,617	+9.8%	Shares	Defined	2025-10-01
2025-06-30	$427,036	1,473	-67.7%	Shares	Defined	2025-07-31
2021-09-30	$746,099	4,558	-5.6%	Shares	Sole	2024-03-11
2021-06-30	$751,102	4,829	-8.5%	Shares	Sole	2024-03-11
2021-03-31	$803,469	5,278	-24.7%	Shares	Sole	2024-03-11
2020-12-31	$891,141	7,013	-0.6%	Shares	Sole	2024-03-11
2020-09-30	$678,992	7,053	+49.3%	Shares	Sole	2024-03-11
2020-06-30	$444,245	4,723	+17.4%	Shares	Sole	2024-03-11
2020-03-31	$362,280	4,024	—	Shares	Sole	2024-03-11
No filing history on record for this holder in this stock.