Viewpoint Capital Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1906223 SEATTLE, WA

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$775,117

-$719,215 QoQ

Shares Held

2,368

-53.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#3,908

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Viewpoint Capital Management LLC holds $14,292,281 across 3 Banks - Diversified names. JPM ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	126,494	$7,207,628
2	C	Citigroup Inc	45,081	$6,309,536
3	JPM	Jpmorgan Chase & Co This page	2,368	$775,117

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$775,117	2,368	-53.4%	Shares	Sole	2026-08-04
2026-03-31	$1,494,332	5,080	-21.6%	Shares	Sole	2026-04-17
2025-12-31	$2,087,985	6,480	-2.6%	Shares	Sole	2026-02-11
2025-09-30	$2,099,186	6,655	-0.1%	Shares	Sole	2025-10-22
2025-06-30	$1,930,800	6,660	-0.7%	Shares	Sole	2025-07-23
2025-03-31	$1,645,963	6,710	-1.5%	Shares	Sole	2025-04-29
2024-12-31	$1,632,425	6,810	+0.1%	Shares	Sole	2025-01-29
2024-09-30	$1,434,691	6,804	0.0%	Shares	Sole	2024-10-24
2024-06-30	$1,376,177	6,804	0.0%	Shares	Sole	2024-07-30
2024-03-31	$1,362,841	6,804	+4.8%	Shares	Sole	2024-04-16
2023-12-31	$1,104,289	6,492	+8.8%	Shares	Sole	2024-01-30
2023-09-30	$865,044	5,965	0.0%	Shares	Sole	2023-10-26
2023-06-30	$867,549	5,965	0.0%	Shares	Sole	2023-08-10
2023-03-31	$777,299	5,965	-4.8%	Shares	Sole	2023-05-12
2022-12-31	$840,136	6,265	-12.7%	Shares	Sole	2023-02-14
2022-09-30	$749,892	7,176	-9.2%	Shares	Sole	2022-11-10
2022-06-30	$890,182	7,905	-0.3%	Shares	Sole	2022-08-11
2022-03-31	$1,081,017	7,930	0.0%	Shares	Sole	2022-05-10
2021-12-31	$1,255,715	7,930	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.