Gleason Group, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1822632 PROSPECT, KY

Position in JPM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,462,169

+$370,254 QoQ

Shares Held

10,577

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

6.42%

of 13F equity value

Holder Rank

#2,428

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gleason Group, Inc. holds $7,307,444 across 8 Banks - Diversified names. JPM ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,577	$3,462,169
2	BAC	Bank Of America Corp /De/	43,019	$2,451,222
3	C	Citigroup Inc	9,664	$1,352,573
4	WFC	Wells Fargo & Company/Mn	173	$14,296
5	MUFG	Mitsubishi Ufj Financial Group Inc	468	$9,308
6	BNY	Bank of New York Mellon Corp	53	$7,664
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	265	$6,248
8	UBS	UBS Group AG	80	$3,964

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,462,169	10,577	+0.6%	Shares	Sole	2026-07-13
2026-03-31	$3,091,915	10,511	-13.8%	Shares	Sole	2026-05-04
2025-12-31	$3,930,439	12,198	+0.4%	Shares	Sole	2026-01-15
2025-09-30	$3,832,789	12,151	-0.0%	Shares	Sole	2025-10-16
2025-06-30	$3,524,145	12,156	-8.6%	Shares	Sole	2025-07-17
2025-03-31	$3,262,244	13,299	-1.0%	Shares	Sole	2025-04-11
2024-12-31	$3,219,784	13,432	-5.4%	Shares	Sole	2025-01-13
2024-09-30	$2,993,157	14,195	-0.7%	Shares	Sole	2024-10-15
2024-06-30	$2,891,913	14,298	-7.7%	Shares	Sole	2024-07-12
2024-03-31	$3,101,244	15,483	-2.6%	Shares	Sole	2024-04-12
2023-12-31	$2,705,100	15,903	+0.7%	Shares	Sole	2024-01-19
2023-09-30	$2,289,430	15,787	-0.6%	Shares	Sole	2023-10-12
2023-06-30	$2,310,896	15,889	+0.2%	Shares	Sole	2023-07-20
2023-03-31	$2,065,934	15,854	+1.1%	Shares	Sole	2023-04-14
2022-12-31	$2,103,492	15,686	+0.8%	Shares	Sole	2023-01-11
2022-09-30	$1,626,124	15,561	+1.8%	Shares	Sole	2022-10-11
2022-06-30	$1,721,581	15,288	+0.8%	Shares	Sole	2022-07-13
2022-03-31	$2,066,883	15,162	+1.7%	Shares	Sole	2022-04-22
2021-12-31	$2,360,998	14,910	+0.6%	Shares	Sole	2022-01-18
2021-09-30	$2,426,376	14,823	+2.0%	Shares	Sole	2021-10-12
2021-06-30	$2,261,084	14,537	+0.6%	Shares	Sole	2021-07-27
2021-03-31	$2,200,180	14,453	+1.4%	Shares	Sole	2021-04-14
2020-12-31	$1,811,128	14,253	+0.6%	Shares	Sole	2021-01-28
2020-09-30	$1,363,760	14,166	-9.1%	Shares	Sole	2020-10-15
2020-06-30	$1,466,301	15,589	+0.9%	Shares	Sole	2020-08-27
2020-03-31	$1,391,143	15,452	—	Shares	Sole	2020-08-27
No filing history on record for this holder in this stock.