FIDELIS CAPITAL PARTNERS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1962755 TAMPA, FL

Position in JPM

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

Position Value

$26,582,796

+$5,240,312 QoQ

Shares Held

81,211

+11.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.12%

of 13F equity value

Holder Rank

#857

of 5,058 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $51,997,761 across 7 Banks - Diversified names. JPM ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	81,211	$26,582,796
2	BAC	Bank Of America Corp /De/	246,907	$14,068,760
3	WFC	Wells Fargo & Company/Mn	80,753	$6,673,427
4	C	Citigroup Inc	14,008	$1,960,559
5	BNY	Bank of New York Mellon Corp	11,690	$1,690,490
6	TD	Toronto Dominion Bank	6,224	$755,780
7	MUFG	Mitsubishi Ufj Financial Group Inc	13,371	$265,949

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,582,796	81,211	+11.9%	Shares	Sole	2026-08-13
2026-03-31	$21,342,484	72,554	+3.5%	Shares	Sole	2026-05-06
2025-12-31	$22,580,210	70,077	+7.9%	Shares	Sole	2026-02-09
2025-09-30	$20,495,379	64,976	+10.2%	Shares	Sole	2025-11-03
2025-06-30	$17,087,295	58,940	+1.6%	Shares	Sole	2025-08-07
2025-03-31	$14,237,212	58,040	+6.1%	Shares	Sole	2025-05-01
2024-12-31	$13,108,301	54,684	+29.8%	Shares	Sole	2025-02-06
2024-09-30	$8,885,007	42,137	+2.5%	Shares	Sole	2024-10-25
2024-06-30	$8,314,504	41,108	+13.5%	Shares	Sole	2024-08-13
2024-03-31	$7,252,863	36,210	+19.4%	Shares	Sole	2024-05-06
2023-12-31	$5,158,452	30,326	+30.1%	Shares	Sole	2024-01-31
2023-09-30	$3,381,576	23,318	+6.8%	Shares	Sole	2023-11-08
2023-06-30	$3,176,700	21,842	+3.6%	Shares	Sole	2023-08-10
2023-03-31	$2,747,195	21,082	+153.1%	Shares	Sole	2023-05-09
2022-12-31	$1,117,053	8,330	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.