HOWARD FINANCIAL SERVICES, LTD.

Position in JPM — Jpmorgan Chase & Co

CIK 1768130 DALLAS, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,523,714

+$417,823 QoQ

Shares Held

7,710

+7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#2,764

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

HOWARD FINANCIAL SERVICES, LTD. holds $4,397,243 across 4 Banks - Diversified names. JPM ranks #1 (57.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,710	$2,523,714
2	BAC	Bank Of America Corp /De/	17,206	$980,397
3	WFC	Wells Fargo & Company/Mn	6,543	$540,713
4	C	Citigroup Inc	2,518	$352,419

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,523,714	7,710	+7.7%	Shares	Sole	2026-07-07
2026-03-31	$2,105,891	7,159	+14.7%	Shares	Sole	2026-04-07
2025-12-31	$2,010,975	6,241	+1.7%	Shares	Sole	2026-01-12
2025-09-30	$1,936,109	6,138	+1.2%	Shares	Sole	2025-10-23
2025-06-30	$1,758,014	6,064	-26.5%	Shares	Sole	2025-07-02
2025-03-31	$2,024,460	8,253	-6.5%	Shares	Sole	2025-04-07
2024-12-31	$2,116,639	8,830	+61.8%	Shares	Sole	2025-01-15
2024-09-30	$1,150,663	5,457	-0.3%	Shares	Sole	2024-10-08
2024-06-30	$1,106,564	5,471	-9.0%	Shares	Sole	2024-07-12
2024-03-31	$1,204,804	6,015	+2.0%	Shares	Sole	2024-04-16
2023-12-31	$1,002,739	5,895	+1.2%	Shares	Sole	2024-01-09
2023-09-30	$844,741	5,825	+16.6%	Shares	Sole	2023-10-10
2023-06-30	$726,618	4,996	+6.3%	Shares	Sole	2023-07-12
2023-03-31	$612,196	4,698	+8.3%	Shares	Sole	2023-04-05
2022-12-31	$581,457	4,336	+22.9%	Shares	Sole	2023-01-13
2022-09-30	$368,571	3,527	+0.1%	Shares	Sole	2022-10-12
2022-06-30	$396,950	3,525	+1.0%	Shares	Sole	2022-07-18
2022-03-31	$475,893	3,491	-60.2%	Shares	Sole	2022-04-20
2021-12-31	$1,389,204	8,773	-2.6%	Shares	Sole	2022-01-27
2021-09-30	$1,473,701	9,003	+8.3%	Shares	Sole	2021-11-01
2021-06-30	$1,292,692	8,311	+0.6%	Shares	Sole	2021-08-06
2021-03-31	$1,257,419	8,260	-4.8%	Shares	Sole	2021-05-03
2020-12-31	$1,102,586	8,677	+7.5%	Shares	Sole	2021-02-02
2020-09-30	$776,995	8,071	+1.2%	Shares	Sole	2020-11-12
2020-06-30	$750,222	7,976	+4.3%	Shares	Sole	2020-07-29
2020-03-31	$688,189	7,644	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.