PGIM Custom Harvest LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1845793 NEWARK, NJ

Position in JPM

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

Position Value

$4,768,543

+$844,155 QoQ

Shares Held

14,568

+9.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

#2,149

of 5,058 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Financial Services · as of Jun 30, 2026

PGIM Custom Harvest LLC holds $5,290,738 across 3 Banks - Diversified names. JPM ranks #1 (90.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,568	$4,768,543
2	C	Citigroup Inc	2,125	$297,415
3	WFC	Wells Fargo & Company/Mn	2,720	$224,780

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,768,543	14,568	+9.2%	Shares	Sole	2026-08-13
2026-03-31	$3,924,388	13,341	-10.0%	Shares	Sole	2026-05-13
2025-12-31	$4,774,978	14,819	+4.6%	Shares	Sole	2026-02-17
2025-09-30	$4,467,435	14,163	+4.6%	Shares	Sole	2025-11-14
2025-06-30	$3,925,961	13,542	-1.9%	Shares	Sole	2025-08-13
2025-03-31	$3,387,838	13,811	+10.6%	Shares	Sole	2025-05-14
2024-12-31	$2,994,217	12,491	-14.3%	Shares	Sole	2025-02-13
2024-09-30	$3,073,917	14,578	+7.7%	Shares	Sole	2024-11-14
2024-06-30	$2,737,184	13,533	+107.1%	Shares	Sole	2024-08-14
2024-03-31	$1,308,559	6,533	+96.1%	Shares	Sole	2024-05-15
2023-12-31	$566,603	3,331	+4.4%	Shares	Sole	2024-02-13
2023-09-30	$462,613	3,190	+13.0%	Shares	Sole	2023-11-13
2023-06-30	$410,577	2,823	-60.4%	Shares	Sole	2023-08-11
2023-03-31	$927,807	7,120	+2.5%	Shares	Sole	2023-05-15
2022-12-31	$931,056	6,943	-21.0%	Shares	Sole	2023-02-14
2021-09-30	$1,439,489	8,794	+8.8%	Shares	Other	2021-11-12
2021-06-30	$1,257,228	8,083	+12.7%	Shares	Other	2021-08-16
2021-03-31	$1,092,097	7,174	+611.0%	Shares	Other	2021-05-17
2020-12-31	$128,213	1,009	—	Shares	Other	2021-02-16
No filing history on record for this holder in this stock.