Ranch Capital Advisors Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1793269 SARASOTA, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,173,116

+$1,051,203 QoQ

Shares Held

18,859

+8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.58%

of 13F equity value

Holder Rank

#1,893

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ranch Capital Advisors Inc. holds $12,918,502 across 4 Banks - Diversified names. JPM ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,859	$6,173,116
2	C	Citigroup Inc	36,258	$5,074,669
3	BAC	Bank Of America Corp /De/	15,648	$891,623
4	TD	Toronto Dominion Bank	6,416	$779,094

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,173,116	18,859	+8.3%	Shares	Sole	2026-08-03
2026-03-31	$5,121,913	17,412	+2.9%	Shares	Sole	2026-05-06
2025-12-31	$5,450,673	16,916	+4.0%	Shares	Sole	2026-02-05
2025-09-30	$5,132,992	16,273	+3.9%	Shares	Sole	2025-11-14
2025-06-30	$4,539,700	15,659	+4.2%	Shares	Sole	2025-07-31
2025-03-31	$3,688,085	15,035	+5.5%	Shares	Sole	2025-05-09
2024-12-31	$3,417,305	14,256	+0.6%	Shares	Sole	2025-02-07
2024-09-30	$2,987,042	14,166	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$2,840,539	14,044	+5.3%	Shares	Sole	2024-08-13
2024-03-31	$2,672,002	13,340	+2.0%	Shares	Sole	2024-05-13
2023-12-31	$2,224,057	13,075	+2.1%	Shares	Sole	2024-02-14
2023-09-30	$1,857,561	12,809	-0.8%	Shares	Sole	2023-11-13
2023-06-30	$1,877,048	12,906	+0.3%	Shares	Sole	2023-08-11
2023-03-31	$1,677,480	12,873	+3.6%	Shares	Sole	2023-05-12
2022-12-31	$1,666,460	12,427	-0.4%	Shares	Sole	2023-02-10
2022-09-30	$1,303,219	12,471	+0.7%	Shares	Sole	2022-11-10
2022-06-30	$1,395,125	12,389	-2.9%	Shares	Sole	2022-08-10
2022-03-31	$1,738,625	12,754	+0.4%	Shares	Sole	2022-05-12
2021-12-31	$2,011,995	12,706	-0.3%	Shares	Sole	2022-02-08
2021-09-30	$2,085,410	12,740	+0.6%	Shares	Sole	2021-11-15
2021-06-30	$1,969,447	12,662	+2.1%	Shares	Sole	2021-08-16
2021-03-31	$1,887,195	12,397	+1.0%	Shares	Sole	2021-05-17
2020-12-31	$1,559,403	12,272	+9.6%	Shares	Sole	2021-02-16
2020-09-30	$1,077,550	11,193	-0.5%	Shares	Sole	2020-11-16
2020-06-30	$1,057,892	11,247	-11.7%	Shares	Sole	2020-08-12
2020-03-31	$1,146,622	12,736	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.