STABLEFORD CAPITAL II LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1842089 SCOTTSDALE, AZ

Position in JPM

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$2,705,382

+$217,083 QoQ

Shares Held

8,265

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#2,683

of 5,058 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Financial Services · as of Jun 30, 2026

STABLEFORD CAPITAL II LLC holds $10,453,152 across 5 Banks - Diversified names. JPM ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	34,415	$2,844,055
2	JPM	Jpmorgan Chase & Co This page	8,265	$2,705,382
3	C	Citigroup Inc	16,996	$2,378,760
4	BNY	Bank of New York Mellon Corp	10,658	$1,541,253
5	BAC	Bank Of America Corp /De/	17,264	$983,702

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,705,382	8,265	-2.3%	Shares	Sole	2026-07-06
2026-03-31	$2,488,299	8,459	-10.5%	Shares	Sole	2026-04-06
2025-12-31	$3,045,623	9,452	+16.2%	Shares	Sole	2026-01-13
2025-09-30	$2,565,392	8,133	-0.5%	Shares	Sole	2025-10-14
2025-06-30	$2,370,014	8,175	-10.4%	Shares	Sole	2025-07-29
2025-03-31	$2,238,362	9,125	-11.7%	Shares	Sole	2025-04-21
2024-12-31	$2,477,882	10,337	-1.8%	Shares	Sole	2025-01-24
2024-09-30	$2,218,668	10,522	-1.5%	Shares	Sole	2024-10-15
2024-06-30	$2,160,541	10,682	+0.9%	Shares	Sole	2024-07-23
2024-03-31	$2,120,576	10,587	-10.8%	Shares	Sole	2024-04-10
2023-12-31	$2,018,066	11,864	-8.9%	Shares	Sole	2024-01-12
2023-09-30	$1,888,015	13,019	-1.8%	Shares	Sole	2023-10-30
2023-06-30	$1,928,243	13,258	-32.3%	Shares	Sole	2023-08-11
2022-12-31	$2,627,689	19,595	-14.5%	Shares	Sole	2023-01-10
2022-09-30	$2,395,976	22,928	-0.4%	Shares	Sole	2022-10-25
2022-06-30	$2,593,070	23,027	+11.9%	Shares	Sole	2022-10-25
2022-03-31	$2,804,102	20,570	+2.8%	Shares	Sole	2022-04-11
2021-12-31	$3,169,216	20,014	+6.4%	Shares	Sole	2022-01-28
2021-09-30	$3,080,318	18,818	-2.2%	Shares	Sole	2021-10-18
2021-06-30	$2,991,345	19,232	+3.1%	Shares	Sole	2021-08-06
2021-03-31	$2,840,611	18,660	+0.0%	Shares	Sole	2021-05-03
2020-12-31	$2,369,982	18,651	+9.9%	Shares	Sole	2021-02-02
2020-09-30	$1,633,701	16,970	+1.9%	Shares	Sole	2021-02-11
2020-06-30	$1,566,569	16,655	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.