Cohen Investment Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1845081 BEDFORD, NH

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,346,593

+$625,920 QoQ

Shares Held

22,444

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.48%

of 13F equity value

Holder Rank

#1,734

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Cohen Investment Advisors LLC holds $18,296,927 across 5 Banks - Diversified names. JPM ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	22,444	$7,346,593
2	BAC	Bank Of America Corp /De/	90,914	$5,180,278
3	WFC	Wells Fargo & Company/Mn	52,273	$4,319,840
4	C	Citigroup Inc	6,570	$919,537
5	BNS	Bank Of Nova Scotia	6,111	$530,679

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,346,593	22,444	-1.8%	Shares	Other	2026-07-27
2026-03-31	$6,720,673	22,847	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$7,365,626	22,859	-0.1%	Shares	Sole	2026-01-15
2025-09-30	$7,216,722	22,879	+1.2%	Shares	Sole	2025-10-14
2025-06-30	$6,555,444	22,612	+1.7%	Shares	Sole	2025-07-23
2025-03-31	$5,454,245	22,235	+0.2%	Shares	Sole	2025-04-29
2024-12-31	$5,321,082	22,198	+0.0%	Shares	Sole	2025-01-15
2024-09-30	$4,680,248	22,196	+3.0%	Shares	Sole	2024-10-07
2024-06-30	$4,358,703	21,550	-1.5%	Shares	Sole	2024-07-26
2024-03-31	$4,381,562	21,875	+1.7%	Shares	Sole	2024-04-19
2023-12-31	$3,657,150	21,500	-0.2%	Shares	Sole	2024-01-19
2023-09-30	$3,125,181	21,550	-2.9%	Shares	Sole	2023-10-11
2023-06-30	$3,227,749	22,193	+0.4%	Shares	Sole	2023-07-18
2023-03-31	$2,879,069	22,094	-0.2%	Shares	Sole	2023-05-09
2022-12-31	$2,967,633	22,130	+6.2%	Shares	Sole	2023-01-31
2022-09-30	$2,178,093	20,843	+1.2%	Shares	Sole	2022-10-18
2022-06-30	$2,320,329	20,605	+2.2%	Shares	Sole	2022-08-03
2022-03-31	$2,749,029	20,166	+0.2%	Shares	Sole	2022-05-10
2021-12-31	$3,185,685	20,118	-0.5%	Shares	Sole	2022-01-21
2021-09-30	$3,309,320	20,217	-1.6%	Shares	Sole	2021-10-28
2021-06-30	$3,196,813	20,553	-2.3%	Shares	Sole	2021-08-09
2021-03-31	$3,202,614	21,038	+2.9%	Shares	Sole	2021-08-05
2020-12-31	$2,597,564	20,442	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.