Cordgrass Capital Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1912040 RALEIGH, NC

Position in JPM

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

Position Value

$1,831,738

-$2,532,419 QoQ

Shares Held

5,596

-62.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#3,048

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

Cordgrass Capital Advisors, LLC holds $4,450,598 across 5 Banks - Diversified names. JPM ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,596	$1,831,738
2	RY	Royal Bank Of Canada	7,613	$1,575,662
3	BAC	Bank Of America Corp /De/	8,909	$507,634
4	C	Citigroup Inc	2,129	$297,974
5	WFC	Wells Fargo & Company/Mn	2,875	$237,590

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,831,738	5,596	-62.3%	Shares	Sole	2026-08-06
2026-03-31	$4,364,157	14,836	+13.8%	Shares	Sole	2026-05-07
2025-12-31	$4,200,782	13,037	+0.1%	Shares	Sole	2026-02-02
2025-09-30	$4,108,160	13,024	-0.8%	Shares	Sole	2025-11-04
2025-06-30	$3,806,518	13,130	-12.3%	Shares	Sole	2025-07-31
2025-03-31	$3,671,650	14,968	-10.4%	Shares	Sole	2025-05-12
2024-12-31	$4,005,793	16,711	-0.4%	Shares	Sole	2025-02-07
2024-09-30	$3,538,863	16,783	-4.6%	Shares	Sole	2024-11-06
2024-06-30	$3,557,551	17,589	-2.0%	Shares	Sole	2024-07-18
2024-03-31	$3,593,982	17,943	-0.3%	Shares	Sole	2024-04-23
2023-12-31	$3,060,439	17,992	-6.6%	Shares	Sole	2024-02-09
2023-09-30	$2,794,825	19,272	+0.1%	Shares	Sole	2023-10-19
2023-06-30	$2,800,883	19,258	-0.9%	Shares	Sole	2023-07-27
2023-03-31	$2,531,923	19,430	-2.6%	Shares	Sole	2023-04-24
2022-12-31	$2,674,356	19,943	+1.7%	Shares	Sole	2023-01-18
2022-09-30	$2,049,767	19,615	+6.6%	Shares	Sole	2022-11-03
2022-06-30	$2,072,136	18,401	+9.8%	Shares	Sole	2022-07-25
2022-03-31	$2,285,132	16,763	+9.7%	Shares	Sole	2022-05-11
2021-12-31	$2,419,112	15,277	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.