Altrius Capital Management Inc

Position in JPM — Jpmorgan Chase & Co

CIK 1940646 NEW BERN, NC

Position in JPM

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

Position Value

$6,464,112

+$873,896 QoQ

Shares Held

19,748

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

#1,856

of 5,056 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Altrius Capital Management Inc holds $45,760,794 across 5 Banks - Diversified names. JPM ranks #4 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	66,441	$13,751,293
2	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	477,695	$11,971,036
3	C	Citigroup Inc	51,633	$7,226,554
4	JPM	Jpmorgan Chase & Co This page	19,748	$6,464,112
5	BAC	Bank Of America Corp /De/	111,404	$6,347,799

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,464,112	19,748	+3.9%	Shares	Sole	2026-08-13
2026-03-31	$5,590,216	19,004	+5.6%	Shares	Sole	2026-05-05
2025-12-31	$5,799,960	18,000	+5.8%	Shares	Sole	2026-02-02
2025-09-30	$5,364,202	17,006	-22.0%	Shares	Sole	2025-11-05
2025-06-30	$6,322,067	21,807	-1.8%	Shares	Sole	2025-08-06
2025-03-31	$5,445,660	22,200	+1.8%	Shares	Sole	2025-04-22
2024-12-31	$5,229,033	21,814	-2.6%	Shares	Sole	2025-02-05
2024-09-30	$4,722,420	22,396	+0.5%	Shares	Sole	2024-11-06
2024-06-30	$4,506,959	22,283	+0.5%	Shares	Sole	2024-08-12
2024-03-31	$4,441,251	22,173	-17.8%	Shares	Sole	2024-05-13
2023-12-31	$4,588,107	26,973	-1.3%	Shares	Sole	2024-02-05
2023-09-30	$3,961,221	27,315	+0.2%	Shares	Sole	2023-10-30
2023-06-30	$3,964,694	27,260	+0.4%	Shares	Sole	2023-08-10
2023-03-31	$3,539,089	27,159	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$3,616,140	26,966	-0.9%	Shares	Sole	2023-02-07
2022-09-30	$2,844,490	27,220	-14.3%	Shares	Sole	2022-11-08
2022-06-30	$3,577,281	31,767	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.