South Shore Capital Advisors

Position in JPM — Jpmorgan Chase & Co

CIK 1852993 COHASSET, MA

Position in JPM

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

Position Value

$1,089,026

+$110,650 QoQ

Shares Held

3,327

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#3,568

of 5,058 holders

Holding Since

Dec 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

South Shore Capital Advisors holds $2,675,539 across 4 Banks - Diversified names. JPM ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,327	$1,089,026
2	HSBC	Hsbc Holdings PLC	8,550	$813,019
3	BNY	Bank of New York Mellon Corp	3,900	$563,979
4	BAC	Bank Of America Corp /De/	3,677	$209,515

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,089,026	3,327	+0.0%	Shares	Sole	2026-07-30
2026-03-31	$978,376	3,326	-7.5%	Shares	Sole	2026-04-28
2025-12-31	$1,158,380	3,595	+88.8%	Shares	Sole	2026-01-21
2022-06-30	$214,409	1,904	-2.4%	Shares	Sole	2022-10-17
2022-03-31	$265,960	1,951	+18.4%	Shares	Sole	2022-04-19
2021-12-31	$260,960	1,648	-75.8%	Shares	Sole	2022-02-11
2021-03-31	$1,036,534	6,809	-19.0%	Shares	Sole	2021-05-07
2020-12-31	$1,067,642	8,402	—	Shares	Sole	2021-04-13
No filing history on record for this holder in this stock.