Applied Capital LLC/FL

Position in JPM — Jpmorgan Chase & Co

CIK 1965393 Hollywood, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,198,341

+$321,163 QoQ

Shares Held

9,771

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.27%

of 13F equity value

Holder Rank

#2,514

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

Applied Capital LLC/FL holds $13,309,184 across 8 Banks - Diversified names. JPM ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	16,214	$3,355,811
2	JPM	Jpmorgan Chase & Co This page	9,771	$3,198,341
3	TD	Toronto Dominion Bank	23,051	$2,799,082
4	WFC	Wells Fargo & Company/Mn	29,594	$2,445,648
5	C	Citigroup Inc	3,849	$538,706
6	BNS	Bank Of Nova Scotia	5,396	$468,588
7	BAC	Bank Of America Corp /De/	5,060	$288,318
8	BMO	Bank Of Montreal /Can/	1,215	$214,690

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,198,341	9,771	-0.1%	Shares	Sole	2026-07-15
2026-03-31	$2,877,178	9,781	-5.2%	Shares	Sole	2026-05-07
2025-12-31	$3,324,988	10,319	+0.2%	Shares	Sole	2026-01-16
2025-09-30	$3,249,244	10,301	-0.2%	Shares	Sole	2025-10-28
2025-06-30	$2,992,161	10,321	+0.1%	Shares	Sole	2025-07-24
2025-03-31	$2,530,024	10,314	-0.5%	Shares	Sole	2025-05-01
2024-12-31	$2,484,594	10,365	-0.7%	Shares	Sole	2025-01-21
2024-09-30	$2,200,324	10,435	-0.8%	Shares	Sole	2024-10-15
2024-06-30	$2,127,775	10,520	+0.7%	Shares	Sole	2024-07-12
2024-03-31	$2,092,133	10,445	+2.2%	Shares	Sole	2024-04-18
2023-12-31	$1,738,422	10,220	-4.1%	Shares	Sole	2024-01-26
2023-09-30	$1,545,913	10,660	-0.8%	Shares	Sole	2023-10-27
2023-06-30	$1,563,480	10,750	+0.3%	Shares	Sole	2023-08-10
2023-03-31	$1,396,792	10,719	-2.3%	Shares	Sole	2023-05-12
2022-12-31	$1,470,942	10,969	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.