HOHIMER WEALTH MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1802533 SEATTLE, WA

Position in JPM

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

Position Value

$8,471,955

+$1,022,648 QoQ

Shares Held

25,882

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#1,611

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Financial Services · as of Jun 30, 2026

HOHIMER WEALTH MANAGEMENT, LLC holds $18,779,315 across 5 Banks - Diversified names. JPM ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	25,882	$8,471,955
2	C	Citigroup Inc	31,002	$4,339,039
3	MUFG	Mitsubishi Ufj Financial Group Inc	193,699	$3,852,673
4	BAC	Bank Of America Corp /De/	21,147	$1,204,956
5	WFC	Wells Fargo & Company/Mn	11,020	$910,692

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,471,955	25,882	+2.2%	Shares	Sole	2026-08-03
2026-03-31	$7,449,307	25,324	+19.8%	Shares	Sole	2026-05-01
2025-12-31	$6,808,508	21,130	+0.5%	Shares	Sole	2026-02-12
2025-09-30	$6,631,600	21,024	-9.7%	Shares	Sole	2025-11-12
2025-06-30	$6,749,394	23,281	-1.7%	Shares	Sole	2025-08-19
2025-03-31	$5,810,666	23,688	+174.7%	Shares	Sole	2025-05-02
2024-12-31	$2,067,019	8,623	+50.3%	Shares	Sole	2025-02-14
2024-09-30	$1,209,703	5,737	+4.7%	Shares	Sole	2024-11-19
2024-06-30	$1,108,182	5,479	-86.2%	Shares	Sole	2024-08-02
2024-03-31	$7,957,518	39,728	+3.2%	Shares	Sole	2024-05-08
2023-12-31	$6,549,190	38,502	-2.3%	Shares	Sole	2024-02-09
2023-09-30	$5,712,772	39,393	-1.7%	Shares	Sole	2023-11-21
2023-06-30	$5,830,689	40,090	-3.2%	Shares	Sole	2023-07-28
2023-03-31	$5,396,788	41,415	+3.4%	Shares	Sole	2023-05-03
2022-12-31	$5,369,498	40,041	-5.0%	Shares	Sole	2023-02-01
2022-09-30	$4,402,376	42,128	+25.0%	Shares	Sole	2022-11-02
2022-06-30	$3,794,731	33,698	-17.7%	Shares	Sole	2022-07-25
2022-03-31	$5,579,850	40,932	+2.8%	Shares	Sole	2022-05-03
2021-12-31	$6,302,488	39,801	-4.7%	Shares	Sole	2022-01-25
2021-09-30	$6,837,658	41,772	-2.4%	Shares	Sole	2021-10-18
2021-06-30	$6,657,734	42,804	+4.5%	Shares	Sole	2021-07-12
2021-03-31	$6,233,666	40,949	+1.5%	Shares	Sole	2021-04-12
2020-12-31	$5,128,672	40,361	-21.3%	Shares	Sole	2021-01-12
2020-09-30	$4,935,281	51,265	+48.3%	Shares	Sole	2020-11-13
2020-06-30	$3,251,277	34,566	+25.9%	Shares	Sole	2020-07-14
2020-03-31	$2,471,773	27,455	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.