Emerald Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1802611 BELLEVUE, WA

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,531,249

+$326,958 QoQ

Shares Held

4,678

+14.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#3,221

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

Emerald Advisors, LLC holds $2,440,716 across 4 Banks - Diversified names. JPM ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	4,678	$1,531,249
2	C	Citigroup Inc	2,567	$359,277
3	ING	Ing Groep NV	10,920	$342,669
4	BAC	Bank Of America Corp /De/	3,642	$207,521

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,531,249	4,678	+14.3%	Shares	Sole	2026-07-20
2026-03-31	$1,204,291	4,094	+1.8%	Shares	Sole	2026-04-24
2025-12-31	$1,295,646	4,021	-0.2%	Shares	Sole	2026-01-27
2025-09-30	$1,271,498	4,031	+3.0%	Shares	Sole	2025-10-29
2025-06-30	$1,134,417	3,913	+3.2%	Shares	Sole	2025-07-17
2025-03-31	$930,422	3,793	+18.1%	Shares	Sole	2025-04-25
2024-12-31	$769,708	3,211	+0.5%	Shares	Sole	2025-02-03
2024-09-30	$673,697	3,195	+2.0%	Shares	Sole	2024-10-31
2024-06-30	$633,680	3,133	-13.3%	Shares	Sole	2024-07-15
2024-03-31	$723,483	3,612	+14.2%	Shares	Sole	2024-04-25
2023-12-31	$537,856	3,162	+1.7%	Shares	Sole	2024-01-24
2023-09-30	$451,012	3,110	+0.2%	Shares	Sole	2023-10-13
2023-06-30	$451,591	3,105	+3.4%	Shares	Sole	2023-08-03
2023-03-31	$391,190	3,002	-3.5%	Shares	Sole	2023-04-07
2022-12-31	$417,319	3,112	-15.3%	Shares	Sole	2023-01-20
2022-09-30	$384,037	3,675	+0.5%	Shares	Sole	2022-10-12
2022-06-30	$411,589	3,655	-10.3%	Shares	Sole	2022-08-01
2022-03-31	$555,504	4,075	+2.7%	Shares	Sole	2022-04-26
2021-12-31	$628,491	3,969	-3.3%	Shares	Sole	2022-01-19
2021-09-30	$671,620	4,103	+3.2%	Shares	Sole	2021-11-02
2021-06-30	$618,271	3,975	-33.4%	Shares	Sole	2021-08-02
2021-03-31	$908,051	5,965	+1.1%	Shares	Sole	2021-04-20
2020-12-31	$749,967	5,902	+13.7%	Shares	Sole	2021-02-05
2020-09-30	$499,930	5,193	+2.5%	Shares	Sole	2020-11-10
2020-06-30	$476,413	5,065	-15.3%	Shares	Sole	2020-08-10
2020-03-31	$538,469	5,981	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.