3Chopt Investment Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1978521 RICHMOND, VA

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,491,288

+$308,778 QoQ

Shares Held

16,776

-4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#2,014

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

3Chopt Investment Partners, LLC holds $14,867,355 across 5 Banks - Diversified names. JPM ranks #1 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	16,776	$5,491,288
2	WFC	Wells Fargo & Company/Mn	50,751	$4,194,062
3	BAC	Bank Of America Corp /De/	46,757	$2,664,213
4	C	Citigroup Inc	15,863	$2,220,185
5	BNY	Bank of New York Mellon Corp	2,058	$297,607

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,491,288	16,776	-4.8%	Shares	Sole	2026-07-29
2026-03-31	$5,182,510	17,618	-1.4%	Shares	Sole	2026-04-23
2025-12-31	$5,755,493	17,862	-0.4%	Shares	Sole	2026-02-10
2025-09-30	$5,656,606	17,933	-0.3%	Shares	Sole	2025-10-20
2025-06-30	$5,216,350	17,993	-0.4%	Shares	Sole	2025-07-24
2025-03-31	$4,432,080	18,068	+3.7%	Shares	Sole	2025-04-24
2024-12-31	$4,178,145	17,430	+0.4%	Shares	Sole	2025-02-13
2024-09-30	$3,660,740	17,361	-0.0%	Shares	Sole	2024-11-15
2024-06-30	$3,512,447	17,366	+0.4%	Shares	Sole	2024-08-22
2024-03-31	$3,464,589	17,297	+0.2%	Shares	Sole	2024-05-15
2023-12-31	$2,935,415	17,257	+0.6%	Shares	Sole	2024-02-12
2023-09-30	$2,488,543	17,160	+3.8%	Shares	Sole	2023-11-15
2023-06-30	$2,405,286	16,538	+0.1%	Shares	Sole	2023-07-26
2023-03-31	$2,153,633	16,527	+9.3%	Shares	Sole	2023-05-23
2022-12-31	$2,028,262	15,125	—	Shares	Sole	2023-05-24
No filing history on record for this holder in this stock.