Canopy Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1960860 CINCINNATI, OH

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,637,611

+$482,307 QoQ

Shares Held

14,168

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.01%

of 13F equity value

Holder Rank

#2,169

of 5,058 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 57% Shared 0% None 43%

Financial Services · as of Jun 30, 2026

Canopy Partners, LLC holds $10,376,456 across 12 Banks - Diversified names. JPM ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,168	$4,637,611
2	BAC	Bank Of America Corp /De/	33,466	$1,906,892
3	RY	Royal Bank Of Canada	2,885	$597,108
4	WFC	Wells Fargo & Company/Mn	6,036	$498,815
5	ING	Ing Groep NV	15,497	$486,295
6	HSBC	Hsbc Holdings PLC	4,837	$459,950
7	BCS	Barclays PLC	13,901	$373,380
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	14,626	$344,881

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,637,611	14,168	+0.3%	Shares	Sole	2026-07-22
2026-03-31	$4,155,304	14,126	-3.8%	Shares	Sole	2026-05-11
2025-12-31	$4,732,122	14,686	-1.4%	Shares	Sole	2026-02-12
2025-09-30	$4,698,014	14,894	+1.1%	Shares	Sole	2025-10-30
2025-06-30	$4,272,693	14,738	+0.9%	Shares	Sole	2025-07-23
2025-03-31	$3,584,568	14,613	-2.0%	Shares	Sole	2025-05-07
2024-12-31	$3,574,315	14,911	+24.8%	Shares	Sole	2025-02-13
2024-09-30	$2,519,987	11,951	+7.9%	Shares	Sole	2024-11-12
2024-06-30	$2,239,827	11,074	0.0%	Shares	Sole	2024-08-09
2024-03-31	$2,218,122	11,074	-46.2%	Shares	Sole	2024-05-15
2023-12-31	$3,498,957	20,570	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.