Trifecta Capital Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1962615 NORTHBROOK, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$9,306,973

+$975,480 QoQ

Shares Held

28,433

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#1,534

of 5,058 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $9,650,237 across 12 Banks - Diversified names. JPM ranks #1 (96.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	28,433	$9,306,973
2	BAC	Bank Of America Corp /De/	5,614	$319,885
3	WFC	Wells Fargo & Company/Mn	77	$6,363
4	SAN	Banco Santander, S.A.	235	$3,243
5	C	Citigroup Inc	20	$2,799
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	106	$2,499
7	HSBC	Hsbc Holdings PLC	22	$2,091
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	69	$1,729

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,306,973	28,433	+0.4%	Shares	Sole	2026-08-03
2026-03-31	$8,331,493	28,323	+0.9%	Shares	Sole	2026-05-01
2025-12-31	$9,040,526	28,057	+2.8%	Shares	Sole	2026-01-30
2025-09-30	$8,611,554	27,301	+4.5%	Shares	Sole	2025-11-03
2025-06-30	$7,573,608	26,124	+9.3%	Shares	Sole	2025-07-23
2025-03-31	$5,861,934	23,897	+1.7%	Shares	Sole	2025-04-21
2024-12-31	$5,631,267	23,492	+0.7%	Shares	Sole	2025-02-04
2024-09-30	$4,921,050	23,338	+0.6%	Shares	Sole	2024-10-16
2024-06-30	$4,692,634	23,201	+2.5%	Shares	Sole	2024-08-07
2024-03-31	$4,533,990	22,636	+2.1%	Shares	Sole	2024-04-16
2023-12-31	$3,770,096	22,164	+1.1%	Shares	Sole	2024-01-25
2023-09-30	$3,179,853	21,927	+6.7%	Shares	Sole	2023-11-01
2023-06-30	$2,990,100	20,559	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$2,661,451	20,424	+5.1%	Shares	Sole	2023-05-09
2022-12-31	$2,607,172	19,442	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.