Cladis Investment Advisory, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1911520 BILLINGS, MT

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,357,757

+$238,923 QoQ

Shares Held

7,203

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#2,826

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

Cladis Investment Advisory, LLC holds $4,913,804 across 4 Banks - Diversified names. JPM ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,203	$2,357,757
2	WFC	Wells Fargo & Company/Mn	11,728	$969,201
3	C	Citigroup Inc	5,911	$827,303
4	BAC	Bank Of America Corp /De/	13,330	$759,543

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,357,757	7,203	0.0%	Shares	Sole	2026-08-13
2026-03-31	$2,118,834	7,203	-1.4%	Shares	Sole	2026-05-15
2025-12-31	$2,353,172	7,303	0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,303,585	7,303	0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,117,212	7,303	+2.1%	Shares	Sole	2025-08-11
2025-03-31	$1,754,630	7,153	0.0%	Shares	Sole	2025-05-13
2024-12-31	$1,714,645	7,153	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,508,281	7,153	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$1,454,047	7,189	0.0%	Shares	Sole	2024-10-09
2024-03-31	$1,439,956	7,189	0.0%	Shares	Sole	2024-10-09
2023-12-31	$1,222,848	7,189	0.0%	Shares	Sole	2024-10-09
2023-09-30	$1,042,548	7,189	+1.2%	Shares	Sole	2024-10-09
2023-06-30	$1,032,914	7,102	+1.8%	Shares	Sole	2024-10-09
2023-03-31	$909,433	6,979	+1.5%	Shares	Sole	2024-10-09
2022-12-31	$922,473	6,879	+0.5%	Shares	Sole	2024-10-09
2022-09-30	$715,093	6,843	+3.0%	Shares	Sole	2024-10-09
2022-06-30	$748,068	6,643	0.0%	Shares	Sole	2024-10-09
2022-03-31	$905,573	6,643	+38.6%	Shares	Sole	2024-10-09
2021-12-31	$758,971	4,793	—	Shares	Sole	2024-10-01
No filing history on record for this holder in this stock.