Relyea Zuckerberg Hanson LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1793691 STAMFORD, CT

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$8,595,685

+$1,624,388 QoQ

Shares Held

26,260

+10.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.43%

of 13F equity value

Holder Rank

#1,602

of 5,072 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Relyea Zuckerberg Hanson LLC holds $11,634,536 across 5 Banks - Diversified names. JPM ranks #1 (73.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	26,260	$8,595,685
2	BAC	Bank Of America Corp /De/	18,956	$1,080,112
3	C	Citigroup Inc	6,282	$879,228
4	WFC	Wells Fargo & Company/Mn	7,045	$582,198
5	BNY	Bank of New York Mellon Corp	3,439	$497,313

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,595,685	26,260	+10.8%	Shares	Sole	2026-07-16
2026-03-31	$6,971,297	23,699	-14.0%	Shares	Sole	2026-04-30
2025-12-31	$8,881,027	27,562	-0.8%	Shares	Sole	2026-01-20
2025-09-30	$8,765,168	27,788	-1.5%	Shares	Sole	2025-10-21
2025-06-30	$8,178,940	28,212	+23.5%	Shares	Sole	2025-07-22
2025-03-31	$5,601,916	22,837	-0.4%	Shares	Sole	2025-04-16
2024-12-31	$5,494,392	22,921	+15.7%	Shares	Sole	2025-01-15
2024-09-30	$4,178,612	19,817	-1.4%	Shares	Sole	2024-10-17
2024-06-30	$4,064,414	20,095	+1.4%	Shares	Sole	2024-10-31
2024-03-31	$3,970,747	19,824	+8.1%	Shares	Sole	2024-10-31
2023-12-31	$3,119,123	18,337	+18.1%	Shares	Sole	2024-10-31
2023-09-30	$2,252,450	15,532	-2.0%	Shares	Sole	2024-10-31
2023-06-30	$2,303,915	15,841	+12.9%	Shares	Sole	2023-07-17
2023-03-31	$1,827,858	14,027	+33.8%	Shares	Sole	2023-04-18
2022-12-31	$1,405,636	10,482	+22.6%	Shares	Sole	2023-01-18
2022-09-30	$893,684	8,552	-3.3%	Shares	Sole	2022-11-02
2022-06-30	$995,472	8,840	+7.6%	Shares	Sole	2022-07-18
2022-03-31	$1,120,005	8,216	-7.4%	Shares	Sole	2022-04-19
2021-12-31	$1,405,197	8,874	+7.8%	Shares	Sole	2022-01-27
2021-09-30	$1,347,823	8,234	+6.7%	Shares	Sole	2021-10-22
2021-06-30	$1,199,835	7,714	+3.9%	Shares	Sole	2021-07-23
2021-03-31	$1,129,698	7,421	+5.4%	Shares	Sole	2021-04-29
2020-12-31	$894,826	7,042	-0.7%	Shares	Sole	2021-01-28
2020-09-30	$682,746	7,092	+0.3%	Shares	Sole	2020-10-16
2020-06-30	$665,286	7,073	-1.3%	Shares	Sole	2020-07-13
2020-03-31	$645,245	7,167	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.