Frisch Financial Group, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1767730 MELVILLE, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,591,737

+$832,835 QoQ

Shares Held

35,413

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

6.40%

of 13F equity value

Holder Rank

#1,338

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frisch Financial Group, Inc. holds $14,334,809 across 5 Banks - Diversified names. JPM ranks #1 (80.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	35,413	$11,591,737
2	BNY	Bank of New York Mellon Corp	6,507	$940,977
3	BAC	Bank Of America Corp /De/	16,166	$921,138
4	C	Citigroup Inc	3,734	$522,610
5	BMO	Bank Of Montreal /Can/	2,028	$358,347

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,591,737	35,413	-3.2%	Shares	Sole	2026-08-14
2026-03-31	$10,758,902	36,575	-4.0%	Shares	Sole	2026-05-05
2025-12-31	$12,280,448	38,112	-0.3%	Shares	Sole	2026-02-06
2025-09-30	$12,058,888	38,230	+0.3%	Shares	Sole	2025-11-10
2025-06-30	$11,049,919	38,115	-3.2%	Shares	Sole	2025-08-14
2025-03-31	$9,654,272	39,357	-17.1%	Shares	Sole	2025-05-14
2024-12-31	$11,375,438	47,455	-3.6%	Shares	Sole	2025-02-14
2024-09-30	$10,376,209	49,209	-0.3%	Shares	Sole	2024-11-15
2024-06-30	$9,982,542	49,355	-1.7%	Shares	Sole	2024-08-09
2024-03-31	$10,057,663	50,213	-3.4%	Shares	Sole	2024-05-15
2023-12-31	$8,845,710	52,003	+16.9%	Shares	Sole	2024-02-12
2023-09-30	$6,450,344	44,479	-0.5%	Shares	Sole	2023-11-14
2023-06-30	$6,501,168	44,700	-12.8%	Shares	Sole	2023-08-11
2023-03-31	$6,683,208	51,287	+2.7%	Shares	Sole	2023-05-11
2022-12-31	$6,699,904	49,962	+2.5%	Shares	Sole	2023-02-13
2022-09-30	$5,093,121	48,738	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$5,437,824	48,289	+1.2%	Shares	Sole	2022-08-15
2022-03-31	$6,502,327	47,699	+0.1%	Shares	Sole	2022-05-10
2021-12-31	$7,544,585	47,645	-0.6%	Shares	Sole	2022-02-09
2021-09-30	$7,849,426	47,953	-0.2%	Shares	Sole	2021-11-16
2021-06-30	$7,470,275	48,028	-3.1%	Shares	Sole	2021-08-12
2021-03-31	$7,546,802	49,575	+6.0%	Shares	Sole	2021-05-13
2020-12-31	$5,941,539	46,758	-0.4%	Shares	Sole	2021-01-26
2020-09-30	$4,520,839	46,960	+1.2%	Shares	Sole	2020-11-10
2020-06-30	$4,366,547	46,423	+1.0%	Shares	Sole	2020-08-06
2020-03-31	$4,139,759	45,982	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.