XML Financial, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1800465 BETHESDA, MD

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$12,962,268

+$1,292,647 QoQ

Shares Held

39,600

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.28%

of 13F equity value

Holder Rank

#1,258

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

XML Financial, LLC holds $25,540,375 across 5 Banks - Diversified names. JPM ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	39,600	$12,962,268
2	BAC	Bank Of America Corp /De/	195,580	$11,144,148
3	WFC	Wells Fargo & Company/Mn	8,725	$721,034
4	C	Citigroup Inc	3,015	$421,979
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	11,610	$290,946

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,962,268	39,600	-0.2%	Shares	Sole	2026-07-24
2026-03-31	$11,669,621	39,671	-3.1%	Shares	Sole	2026-04-16
2025-12-31	$13,196,197	40,954	-4.5%	Shares	Sole	2026-02-11
2025-09-30	$13,522,799	42,871	-3.4%	Shares	Sole	2025-10-20
2025-06-30	$12,863,596	44,371	-1.6%	Shares	Sole	2025-07-17
2025-03-31	$11,064,011	45,104	-0.9%	Shares	Sole	2025-04-22
2024-12-31	$10,915,434	45,536	-3.6%	Shares	Sole	2025-01-17
2024-09-30	$9,962,080	47,245	-4.1%	Shares	Sole	2024-11-01
2024-06-30	$9,964,136	49,264	-3.4%	Shares	Sole	2024-07-22
2024-03-31	$10,210,492	50,976	-13.8%	Shares	Sole	2024-05-15
2023-12-31	$10,054,270	59,108	-1.9%	Shares	Sole	2024-02-14
2023-09-30	$8,733,539	60,223	+0.4%	Shares	Sole	2023-11-06
2023-06-30	$8,722,327	59,972	+1.0%	Shares	Sole	2023-08-07
2023-03-31	$7,738,850	59,388	-1.4%	Shares	Sole	2023-05-15
2022-12-31	$8,074,295	60,211	+2.0%	Shares	Sole	2023-02-10
2022-09-30	$6,169,784	59,041	+181.8%	Shares	Sole	2022-11-04
2022-06-30	$2,359,742	20,955	-59.0%	Shares	Sole	2022-08-01
2022-03-31	$6,967,724	51,113	+11.8%	Shares	Sole	2022-05-02
2021-12-31	$7,237,386	45,705	+0.3%	Shares	Sole	2022-02-01
2021-09-30	$7,460,335	45,576	+181.7%	Shares	Sole	2021-11-01
2021-06-30	$2,516,792	16,181	-2.8%	Shares	Sole	2021-08-10
2021-03-31	$2,534,933	16,652	+0.7%	Shares	Sole	2021-05-14
2020-12-31	$2,102,246	16,544	-3.2%	Shares	Sole	2021-02-08
2020-09-30	$1,645,254	17,090	+44.4%	Shares	Sole	2020-11-13
2020-06-30	$1,113,011	11,833	-2.0%	Shares	Sole	2020-07-31
2020-03-31	$1,086,662	12,070	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.