Forum Financial Management, LP

Position in JPM — Jpmorgan Chase & Co

CIK 1911832 LOMBARD, IL

Position in JPM

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

Position Value

$11,460,804

-$604,462 QoQ

Shares Held

35,013

-14.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.04%

of 13F equity value

Holder Rank

#1,345

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

Forum Financial Management, LP holds $15,591,874 across 5 Banks - Diversified names. JPM ranks #1 (73.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	35,013	$11,460,804
2	BNY	Bank of New York Mellon Corp	9,368	$1,354,706
3	WFC	Wells Fargo & Company/Mn	16,241	$1,342,156
4	BAC	Bank Of America Corp /De/	13,417	$764,500
5	C	Citigroup Inc	4,785	$669,708

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,460,804	35,013	-14.6%	Shares	Sole	2026-07-23
2026-03-31	$12,065,266	41,016	-51.7%	Shares	Other	2026-04-23
2025-12-31	$27,386,443	84,993	+1.0%	Shares	Sole	2026-01-27
2025-09-30	$26,546,273	84,159	+2.6%	Shares	Sole	2025-10-24
2025-06-30	$23,776,098	82,012	+2.1%	Shares	Other	2025-07-30
2025-03-31	$19,709,854	80,350	-3.2%	Shares	Sole	2025-05-02
2024-12-31	$19,890,895	82,979	+3.5%	Shares	Other	2025-02-20
2024-09-30	$16,902,326	80,159	-1.3%	Shares	Sole	2024-10-29
2024-06-30	$16,425,736	81,211	-3.3%	Shares	Sole	2024-07-30
2024-03-31	$16,827,603	84,012	-8.5%	Shares	Other	2024-05-09
2023-12-31	$15,626,235	91,865	+2.8%	Shares	Other	2024-02-07
2023-09-30	$12,960,291	89,369	+0.0%	Shares	Sole	2023-11-06
2023-06-30	$12,996,226	89,358	+4.4%	Shares	Sole	2023-07-26
2023-03-31	$11,151,668	85,578	-2.0%	Shares	Sole	2023-04-19
2022-12-31	$11,705,857	87,292	+2.0%	Shares	Sole	2023-01-24
2022-09-30	$8,940,915	85,559	-8.1%	Shares	Sole	2022-11-07
2022-06-30	$10,484,103	93,101	+8.6%	Shares	Sole	2022-08-15
2022-03-31	$11,690,121	85,755	+2.9%	Shares	Sole	2022-05-16
2021-12-31	$13,190,713	83,301	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.