Platform Technology Partners

Position in JPM — Jpmorgan Chase & Co

CIK 1830817 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$9,985,528

+$780,968 QoQ

Shares Held

30,506

-2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.37%

of 13F equity value

Holder Rank

#1,449

of 5,058 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Platform Technology Partners holds $13,054,516 across 5 Banks - Diversified names. JPM ranks #1 (76.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	30,506	$9,985,528
2	BAC	Bank Of America Corp /De/	21,820	$1,243,303
3	WFC	Wells Fargo & Company/Mn	11,943	$986,969
4	C	Citigroup Inc	3,923	$549,063
5	BNY	Bank of New York Mellon Corp	2,003	$289,653

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,985,528	30,506	-2.5%	Shares	Sole	2026-07-24
2026-03-31	$9,204,560	31,291	+7.5%	Shares	Sole	2026-04-27
2025-12-31	$9,377,246	29,102	+1.2%	Shares	Sole	2026-02-13
2025-09-30	$9,069,558	28,753	+1.8%	Shares	Sole	2025-10-29
2025-06-30	$8,188,507	28,245	+0.7%	Shares	Sole	2025-08-11
2025-03-31	$6,877,721	28,038	+3.2%	Shares	Sole	2025-05-01
2024-12-31	$6,510,044	27,158	-3.4%	Shares	Sole	2025-01-28
2024-09-30	$5,928,539	28,116	-1.5%	Shares	Sole	2024-11-04
2024-06-30	$5,775,938	28,557	+1.1%	Shares	Sole	2024-07-30
2023-12-31	$4,805,154	28,249	+3.5%	Shares	Sole	2024-02-13
2023-09-30	$3,958,465	27,296	+9.8%	Shares	Sole	2023-11-08
2023-06-30	$3,615,056	24,856	-1.7%	Shares	Sole	2023-07-12
2023-03-31	$3,295,018	25,286	+0.1%	Shares	Sole	2023-04-04
2022-12-31	$3,387,768	25,263	-1.5%	Shares	Sole	2023-01-11
2022-09-30	$2,679,484	25,641	+2.9%	Shares	Sole	2022-10-24
2022-06-30	$2,805,115	24,910	+2.6%	Shares	Sole	2022-08-04
2022-03-31	$3,308,350	24,269	+2.2%	Shares	Sole	2022-05-03
2021-12-31	$3,758,595	23,736	+1.0%	Shares	Sole	2022-02-01
2021-09-30	$3,848,351	23,510	-16.1%	Shares	Sole	2021-11-04
2021-06-30	$4,355,897	28,005	-16.0%	Shares	Sole	2021-08-05
2020-12-31	$4,235,243	33,330	+4.5%	Shares	Sole	2021-02-09
2020-09-30	$3,069,472	31,884	+1.5%	Shares	Sole	2020-11-30
2020-06-30	$2,954,142	31,407	-2.7%	Shares	Sole	2020-11-30
2020-03-31	$2,905,988	32,278	—	Shares	Sole	2020-11-30
No filing history on record for this holder in this stock.