Tradewinds, LLC.

Position in JPM — Jpmorgan Chase & Co

CIK 1932342 RALEIGH, NC

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,590,427

+$1,160,985 QoQ

Shares Held

35,409

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

6.69%

of 13F equity value

Holder Rank

#1,340

of 5,058 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Tradewinds, LLC. holds $19,628,282 across 6 Banks - Diversified names. JPM ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	35,409	$11,590,427
2	RY	Royal Bank Of Canada	27,622	$5,716,925
3	WFC	Wells Fargo & Company/Mn	18,071	$1,493,387
4	C	Citigroup Inc	4,237	$593,010
5	BNY	Bank of New York Mellon Corp	1,419	$205,201
6	BMO	Bank Of Montreal /Can/	166	$29,332

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,590,427	35,409	-0.1%	Shares	Sole	2026-08-14
2026-03-31	$10,429,442	35,455	-4.9%	Shares	Sole	2026-05-04
2025-12-31	$12,017,517	37,296	-9.0%	Shares	Sole	2026-02-13
2025-09-30	$12,931,052	40,995	-1.2%	Shares	Sole	2025-10-29
2025-03-31	$10,177,251	41,489	-1.5%	Shares	Sole	2025-04-29
2024-12-31	$10,094,427	42,111	+3.6%	Shares	Sole	2025-02-12
2024-09-30	$8,573,145	40,658	+2.3%	Shares	Sole	2024-11-08
2024-06-30	$8,037,205	39,737	+13.6%	Shares	Sole	2024-08-14
2024-03-31	$7,008,497	34,990	+5.1%	Shares	Sole	2024-05-08
2023-09-30	$4,827,570	33,289	+4.1%	Shares	Sole	2023-11-06
2023-06-30	$4,652,043	31,986	+4.7%	Shares	Sole	2023-08-15
2023-03-31	$3,982,403	30,561	+5.9%	Shares	Sole	2023-04-06
2022-09-30	$3,014,929	28,851	+8.5%	Shares	Sole	2022-10-17
2022-06-30	$2,993,399	26,582	-21.8%	Shares	Sole	2022-08-15
2021-12-31	$5,381,683	33,986	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.