Carmel Capital Management L.L.C.

Position in JPM — Jpmorgan Chase & Co

CIK 1878547 CARMEL, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$20,341,595

+$2,074,554 QoQ

Shares Held

62,144

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.70%

of 13F equity value

Holder Rank

#998

of 5,057 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Carmel Capital Management L.L.C. holds $45,150,764 across 2 Banks - Diversified names. JPM ranks #2 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	C	Citigroup Inc	177,259	$24,809,169
2	JPM	Jpmorgan Chase & Co This page	62,144	$20,341,595

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,341,595	62,144	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$18,267,041	62,099	-0.2%	Shares	Sole	2026-04-24
2025-12-31	$20,050,783	62,227	+1.4%	Shares	Sole	2026-01-28
2025-09-30	$19,360,147	61,377	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$17,763,365	61,272	-0.2%	Shares	Sole	2025-08-05
2025-03-31	$15,054,551	61,372	-0.1%	Shares	Sole	2025-04-29
2024-12-31	$14,729,460	61,447	-0.3%	Shares	Sole	2025-01-21
2024-09-30	$13,000,995	61,657	-1.3%	Shares	Sole	2024-10-17
2024-06-30	$12,639,834	62,493	+0.1%	Shares	Sole	2024-08-12
2024-03-31	$12,505,329	62,433	+0.7%	Shares	Sole	2024-04-22
2023-12-31	$10,547,560	62,008	+0.1%	Shares	Sole	2024-01-22
2023-09-30	$8,984,424	61,953	-0.6%	Shares	Sole	2023-10-12
2023-06-30	$9,068,620	62,353	+1.0%	Shares	Sole	2023-07-24
2023-03-31	$8,047,033	61,753	+0.3%	Shares	Sole	2023-04-13
2022-12-31	$8,256,939	61,573	+1.1%	Shares	Sole	2023-01-12
2022-09-30	$6,366,453	60,923	+3.6%	Shares	Sole	2022-10-27
2022-06-30	$6,623,494	58,818	+3.1%	Shares	Sole	2022-07-08
2022-03-31	$7,779,509	57,068	+0.9%	Shares	Sole	2022-04-19
2021-12-31	$8,957,542	56,568	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.