Stokes Family Office, LLC

Family Office

Position in JPM — Jpmorgan Chase & Co

CIK 1802278 NEW ORLEANS, LA

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$14,360,621

+$100,333 QoQ

Shares Held

43,872

-9.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.15%

of 13F equity value

Holder Rank

#1,188

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

Stokes Family Office, LLC holds $16,306,163 across 4 Banks - Diversified names. JPM ranks #1 (88.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	43,872	$14,360,621
2	WFC	Wells Fargo & Company/Mn	11,325	$935,898
3	BAC	Bank Of America Corp /De/	11,075	$631,053
4	C	Citigroup Inc	2,705	$378,591

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,360,621	43,872	-9.5%	Shares	Sole	2026-08-11
2026-03-31	$14,260,288	48,478	-10.6%	Shares	Sole	2026-05-12
2025-12-31	$17,472,379	54,225	+12.1%	Shares	Sole	2026-02-18
2025-09-30	$15,259,557	48,377	+1.4%	Shares	Sole	2025-11-14
2025-06-30	$13,829,576	47,703	-1.7%	Shares	Sole	2025-08-06
2025-03-31	$11,902,201	48,521	-1.8%	Shares	Sole	2025-05-13
2024-12-31	$11,843,351	49,407	+4.0%	Shares	Sole	2025-02-11
2024-09-30	$10,012,476	47,484	-0.4%	Shares	Sole	2024-11-12
2024-06-30	$9,645,374	47,688	-0.4%	Shares	Sole	2024-07-05
2024-03-31	$9,589,162	47,874	-0.7%	Shares	Sole	2024-05-06
2023-12-31	$8,196,948	48,189	-28.8%	Shares	Sole	2024-02-06
2023-09-30	$9,809,007	67,639	+1.5%	Shares	Other	2023-11-13
2023-06-30	$9,689,649	66,623	+3.0%	Shares	Other	2023-08-14
2023-03-31	$8,427,147	64,670	-0.0%	Shares	Other	2023-05-08
2022-12-31	$8,672,917	64,675	+7.1%	Shares	Other	2023-02-14
2022-09-30	$6,313,263	60,414	+3.0%	Shares	Other	2022-11-14
2022-06-30	$6,602,324	58,630	+6.5%	Shares	Other	2022-08-05
2022-03-31	$7,506,869	55,068	+3.0%	Shares	Other	2022-05-16
2021-12-31	$8,462,224	53,440	+3.6%	Shares	Other	2022-02-15
2021-09-30	$8,440,838	51,566	+6.0%	Shares	Other	2021-11-15
2021-06-30	$7,563,288	48,626	+0.9%	Shares	Other	2021-08-12
2021-03-31	$7,337,333	48,199	-9.9%	Shares	Other	2021-05-13
2020-12-31	$6,796,211	53,484	+2.6%	Shares	Other	2021-02-10
2020-09-30	$5,017,784	52,122	-4.6%	Shares	Other	2020-11-12
2020-06-30	$5,136,898	54,613	+40.1%	Shares	Other	2020-08-11
2020-03-31	$3,509,729	38,984	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.