CERTUITY, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1800752 NORTH PALM BEACH, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,405,527

+$515,117 QoQ

Shares Held

16,514

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,027

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CERTUITY, LLC holds $182,859,026 across 12 Banks - Diversified names. JPM ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	846,920	$118,534,923
2	BAC	Bank Of America Corp /De/	505,847	$28,823,162
3	WFC	Wells Fargo & Company/Mn	312,648	$25,837,230
4	JPM	Jpmorgan Chase & Co This page	16,514	$5,405,527
5	BNY	Bank of New York Mellon Corp	12,395	$1,792,440
6	BMO	Bank Of Montreal /Can/	3,936	$695,491
7	RY	Royal Bank Of Canada	1,935	$400,486
8	HSBC	Hsbc Holdings PLC	4,173	$396,810

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,405,527	16,514	-0.7%	Shares	Sole	2026-07-28
2026-03-31	$4,890,410	16,625	-11.1%	Shares	Sole	2026-05-11
2025-12-31	$6,023,580	18,694	+3.7%	Shares	Sole	2026-01-30
2025-09-30	$5,686,887	18,029	+20.9%	Shares	Sole	2025-11-13
2025-06-30	$4,324,007	14,915	-3.3%	Shares	Sole	2025-08-14
2025-03-31	$3,782,526	15,420	-66.8%	Shares	Sole	2025-05-13
2024-12-31	$11,135,967	46,456	-6.4%	Shares	Sole	2025-01-29
2024-09-30	$10,466,246	49,636	+7.6%	Shares	Sole	2024-11-12
2024-06-30	$9,328,231	46,120	-18.9%	Shares	Sole	2024-08-06
2024-03-31	$11,390,460	56,867	-23.8%	Shares	Sole	2024-05-15
2023-12-31	$12,690,480	74,606	+5.4%	Shares	Sole	2024-02-05
2023-09-30	$10,269,591	70,815	+2.7%	Shares	Sole	2023-11-03
2023-06-30	$10,029,542	68,960	+4.9%	Shares	Sole	2023-08-09
2023-03-31	$8,568,403	65,754	-0.3%	Shares	Sole	2023-05-11
2022-12-31	$8,846,174	65,967	+1088.8%	Shares	Sole	2023-02-13
2022-09-30	$579,870	5,549	+44.7%	Shares	Sole	2022-11-08
2022-06-30	$431,746	3,834	-27.7%	Shares	Sole	2022-08-03
2022-03-31	$723,177	5,305	-42.8%	Shares	Sole	2022-05-06
2021-12-31	$1,469,646	9,281	-15.3%	Shares	Sole	2022-02-28
2021-09-30	$1,793,551	10,957	+8.5%	Shares	Sole	2021-11-03
2021-06-30	$1,570,954	10,100	+2.1%	Shares	Sole	2021-08-16
2021-03-31	$1,505,554	9,890	+10.3%	Shares	Sole	2021-05-10
2020-12-31	$1,139,182	8,965	+7.5%	Shares	Sole	2021-02-04
2020-09-30	$802,506	8,336	+17.0%	Shares	Sole	2020-10-30
2020-06-30	$670,083	7,124	+2.4%	Shares	Sole	2020-08-11
2020-03-31	$626,428	6,958	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.