TITLEIST ASSET MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1977759 SAN ANTONIO, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,959,369

+$915,702 QoQ

Shares Held

18,206

+6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#1,934

of 5,058 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TITLEIST ASSET MANAGEMENT, LLC holds $9,816,364 across 6 Banks - Diversified names. JPM ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,206	$5,959,369
2	BAC	Bank Of America Corp /De/	28,897	$1,646,551
3	C	Citigroup Inc	7,630	$1,067,894
4	WFC	Wells Fargo & Company/Mn	5,456	$450,883
5	BNY	Bank of New York Mellon Corp	2,555	$369,478
6	UBS	UBS Group AG	6,501	$322,189

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,959,369	18,206	+6.2%	Shares	Sole	2026-07-20
2026-03-31	$5,043,667	17,146	+1.2%	Shares	Sole	2026-04-30
2025-12-31	$5,460,340	16,946	+17.7%	Shares	Sole	2026-02-12
2025-09-30	$4,541,245	14,397	+2.7%	Shares	Sole	2025-11-05
2025-06-30	$4,065,118	14,022	-0.0%	Shares	Sole	2025-08-12
2025-03-31	$3,440,332	14,025	-5.0%	Shares	Sole	2025-05-15
2024-12-31	$3,539,078	14,764	+9.8%	Shares	Sole	2025-02-13
2024-09-30	$2,835,434	13,447	-1.3%	Shares	Sole	2024-11-13
2024-06-30	$2,755,590	13,624	-11.1%	Shares	Sole	2024-08-12
2024-03-31	$3,067,995	15,317	+1.3%	Shares	Sole	2024-05-15
2023-12-31	$2,572,932	15,126	+1.3%	Shares	Sole	2024-02-15
2023-09-30	$2,165,873	14,935	-22.2%	Shares	Sole	2023-11-14
2023-06-30	$2,793,029	19,204	-5.1%	Shares	Sole	2023-08-11
2023-03-31	$2,637,995	20,244	—	Shares	Sole	2023-05-18
No filing history on record for this holder in this stock.