CSM Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1863523 WARRENDALE, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$47,143,703

+$4,042,204 QoQ

Shares Held

144,025

-1.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#618

of 5,058 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Financial Services · as of Jun 30, 2026

CSM Advisors, LLC holds $137,768,223 across 4 Banks - Diversified names. JPM ranks #2 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	338,868	$47,427,965
2	JPM	Jpmorgan Chase & Co This page	144,025	$47,143,703
3	BNY	Bank of New York Mellon Corp	286,303	$41,402,276
4	WFC	Wells Fargo & Company/Mn	21,712	$1,794,279

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,143,703	144,025	-1.7%	Shares	Sole	2026-08-14
2026-03-31	$43,101,499	146,524	-12.5%	Shares	Sole	2026-05-15
2025-12-31	$53,962,505	167,471	-3.1%	Shares	Sole	2026-02-11
2025-09-30	$54,513,874	172,824	-20.6%	Shares	Sole	2025-11-14
2025-06-30	$63,109,928	217,688	+133.7%	Shares	Sole	2025-08-07
2025-03-31	$22,847,732	93,142	-2.2%	Shares	Sole	2025-05-14
2024-12-31	$22,838,849	95,277	-2.6%	Shares	Sole	2025-02-14
2024-09-30	$20,622,108	97,800	-2.4%	Shares	Sole	2024-11-14
2024-06-30	$20,276,969	100,252	-1.5%	Shares	Sole	2024-08-14
2024-03-31	$20,378,722	101,741	+2.0%	Shares	Sole	2024-05-15
2023-12-31	$16,971,047	99,771	-1.7%	Shares	Sole	2024-02-14
2023-09-30	$14,720,835	101,509	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$15,001,990	103,149	-3.9%	Shares	Sole	2023-08-14
2023-03-31	$13,980,829	107,289	+7.7%	Shares	Sole	2023-05-15
2022-12-31	$13,355,019	99,590	+1.8%	Shares	Sole	2023-02-14
2022-09-30	$10,224,280	97,840	-10.4%	Shares	Sole	2022-11-14
2022-06-30	$12,299,264	109,220	+1.2%	Shares	Sole	2022-08-11
2022-03-31	$14,710,291	107,910	-8.9%	Shares	Sole	2022-05-16
2021-12-31	$18,747,056	118,390	-0.3%	Shares	Sole	2022-02-09
2021-09-30	$19,439,824	118,760	+0.3%	Shares	Sole	2021-11-15
2021-06-30	$18,425,268	118,460	-8.4%	Shares	Sole	2021-08-16
2021-03-31	$19,683,339	129,300	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.