Joseph Group Capital Management

Position in JPM — Jpmorgan Chase & Co

CIK 1910383 COLUMBUS, OH

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$8,033,660

+$960,583 QoQ

Shares Held

24,543

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.50%

of 13F equity value

Holder Rank

#1,652

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

Joseph Group Capital Management holds $8,312,938 across 5 Banks - Diversified names. JPM ranks #1 (96.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	24,543	$8,033,660
2	C	Citigroup Inc	713	$99,791
3	BAC	Bank Of America Corp /De/	1,554	$88,546
4	WFC	Wells Fargo & Company/Mn	593	$49,005
5	BNY	Bank of New York Mellon Corp	290	$41,936

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,033,660	24,543	+2.1%	Shares	Sole	2026-08-06
2026-03-31	$7,073,077	24,045	+12.5%	Shares	Sole	2026-05-08
2025-12-31	$6,888,741	21,379	+2.9%	Shares	Sole	2026-01-30
2025-09-30	$6,554,950	20,781	+5.4%	Shares	Sole	2025-10-23
2025-06-30	$5,716,445	19,718	-7.7%	Shares	Sole	2025-08-07
2025-03-31	$5,239,608	21,360	+6.7%	Shares	Sole	2025-04-30
2024-12-31	$4,796,836	20,011	+10.2%	Shares	Sole	2025-02-12
2024-09-30	$3,827,741	18,153	+7.4%	Shares	Sole	2024-11-07
2024-06-30	$3,417,587	16,897	+6.8%	Shares	Sole	2024-08-12
2024-03-31	$3,169,346	15,823	+16.8%	Shares	Sole	2024-05-13
2023-12-31	$2,303,664	13,543	+1.9%	Shares	Sole	2024-02-13
2023-09-30	$1,927,750	13,293	+2.6%	Shares	Sole	2023-11-13
2023-06-30	$1,884,611	12,958	+7.6%	Shares	Sole	2023-08-10
2023-03-31	$1,569,193	12,042	-6.9%	Shares	Sole	2023-05-04
2022-12-31	$1,735,388	12,941	-1.7%	Shares	Sole	2023-02-09
2022-09-30	$1,375,324	13,161	+33.9%	Shares	Sole	2022-11-09
2022-06-30	$1,106,731	9,828	+9.3%	Shares	Sole	2022-08-10
2022-03-31	$1,226,062	8,994	+5.3%	Shares	Sole	2022-05-11
2021-12-31	$1,352,625	8,542	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.