Fusion Capital, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1802955 MT. PLEASANT, SC

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$12,597,949

+$1,423,105 QoQ

Shares Held

38,487

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.61%

of 13F equity value

Holder Rank

#1,282

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

Fusion Capital, LLC holds $26,563,735 across 4 Banks - Diversified names. JPM ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	38,487	$12,597,949
2	BAC	Bank Of America Corp /De/	191,667	$10,921,185
3	C	Citigroup Inc	18,758	$2,625,369
4	WFC	Wells Fargo & Company/Mn	5,073	$419,232

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,597,949	38,487	+1.3%	Shares	Sole	2026-08-05
2026-03-31	$11,174,844	37,989	-1.4%	Shares	Sole	2026-05-13
2025-12-31	$12,413,847	38,526	-2.0%	Shares	Sole	2026-02-04
2025-09-30	$12,399,868	39,311	-1.6%	Shares	Sole	2025-11-05
2025-06-30	$11,582,774	39,953	+0.3%	Shares	Sole	2025-08-08
2025-03-31	$9,773,978	39,845	-1.1%	Shares	Sole	2025-05-15
2024-12-31	$9,657,436	40,288	+0.5%	Shares	Sole	2025-02-05
2024-09-30	$8,452,112	40,084	-0.1%	Shares	Sole	2024-11-12
2024-06-30	$8,117,502	40,134	-2.0%	Shares	Sole	2024-08-06
2024-03-31	$8,201,283	40,945	-1.9%	Shares	Sole	2024-05-15
2023-12-31	$7,100,654	41,744	+1.6%	Shares	Sole	2024-01-22
2023-09-30	$5,959,016	41,091	+3.5%	Shares	Sole	2023-11-14
2023-06-30	$5,773,968	39,700	+1.9%	Shares	Sole	2023-08-02
2023-03-31	$5,076,616	38,958	-0.8%	Shares	Sole	2023-05-10
2022-12-31	$5,266,509	39,273	+2.9%	Shares	Sole	2023-02-10
2022-09-30	$3,989,078	38,173	+0.9%	Shares	Sole	2022-11-10
2022-06-30	$4,261,612	37,844	+14.1%	Shares	Sole	2022-07-13
2022-03-31	$4,883,255	35,822	—	Principal	Sole	2022-05-03
2021-12-31	$5,251,994	33,167	+4.9%	Shares	Sole	2022-01-12
2021-09-30	$5,177,678	31,631	+5.0%	Shares	Sole	2021-11-10
2021-06-30	$4,687,042	30,134	+3.2%	Shares	Sole	2021-08-10
2021-03-31	$4,446,333	29,208	+1.1%	Shares	Sole	2021-05-17
2020-12-31	$3,672,450	28,901	+7.6%	Shares	Sole	2021-02-12
2020-09-30	$2,584,945	26,851	+4.4%	Shares	Sole	2020-11-06
2020-06-30	$2,419,975	25,728	+9.8%	Shares	Sole	2020-08-13
2020-03-31	$2,110,303	23,440	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.