EAGLE ROCK INVESTMENT COMPANY, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1911407 ATLANTA, GA

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$22,026,363

+$3,258,073 QoQ

Shares Held

67,291

+5.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.27%

of 13F equity value

Holder Rank

#951

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

EAGLE ROCK INVESTMENT COMPANY, LLC holds $29,171,321 across 2 Banks - Diversified names. JPM ranks #1 (75.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JPM	Jpmorgan Chase & Co This page	67,291	$22,026,363
2	C	Citigroup Inc	51,050	$7,144,958

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,026,363	67,291	+5.5%	Shares	Sole	2026-07-09
2026-03-31	$18,768,290	63,803	+3.4%	Shares	Sole	2026-04-09
2025-12-31	$19,888,707	61,724	-0.0%	Shares	Sole	2026-01-14
2025-09-30	$19,474,017	61,738	-0.3%	Shares	Sole	2025-11-07
2025-06-30	$17,950,357	61,917	-3.1%	Shares	Sole	2025-07-23
2025-03-31	$15,676,387	63,907	-6.0%	Shares	Sole	2025-04-11
2024-12-31	$16,304,115	68,016	-0.7%	Shares	Sole	2025-01-15
2024-09-30	$14,448,338	68,521	-4.8%	Shares	Sole	2024-10-07
2024-06-30	$14,553,618	71,955	-6.5%	Shares	Sole	2024-07-12
2024-03-31	$15,409,279	76,931	-0.1%	Shares	Sole	2024-04-15
2023-12-31	$13,100,931	77,019	-7.3%	Shares	Sole	2024-01-12
2023-09-30	$12,045,796	83,063	-3.5%	Shares	Sole	2023-10-10
2023-06-30	$12,515,984	86,056	-7.0%	Shares	Sole	2023-07-19
2023-03-31	$12,061,363	92,559	-6.9%	Shares	Sole	2023-04-10
2022-12-31	$13,330,478	99,407	+0.0%	Shares	Sole	2023-01-25
2022-09-30	$10,386,046	99,388	-0.2%	Shares	Sole	2022-11-08
2022-06-30	$11,210,325	99,550	-2.6%	Shares	Sole	2022-08-12
2022-03-31	$13,929,586	102,183	-2.0%	Shares	Sole	2022-05-11
2021-12-31	$16,505,928	104,237	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.