Annis Gardner Whiting Capital Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1998414 TAMPA, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,540,053

+$582,725 QoQ

Shares Held

19,980

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#1,844

of 5,048 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $16,519,238 across 6 Banks - Diversified names. JPM ranks #1 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	19,980	$6,540,053
2	C	Citigroup Inc	28,021	$3,921,819
3	WFC	Wells Fargo & Company/Mn	29,954	$2,475,398
4	BAC	Bank Of America Corp /De/	43,400	$2,472,932
5	BNY	Bank of New York Mellon Corp	5,686	$822,252
6	BMO	Bank Of Montreal /Can/	1,623	$286,784

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,540,053	19,980	-1.3%	Shares	Sole	2026-08-10
2026-03-31	$5,957,328	20,252	+5.0%	Shares	Sole	2026-05-06
2025-12-31	$6,215,946	19,291	+21.7%	Shares	Sole	2026-02-09
2025-09-30	$5,000,196	15,852	+7.5%	Shares	Sole	2025-11-03
2025-06-30	$4,276,172	14,750	+5.7%	Shares	Sole	2025-08-11
2025-03-31	$3,422,425	13,952	-2.9%	Shares	Sole	2025-05-09
2024-12-31	$3,444,392	14,369	-1.9%	Shares	Sole	2025-02-12
2024-09-30	$3,088,255	14,646	-5.7%	Shares	Sole	2024-11-14
2024-06-30	$3,141,502	15,532	+155.5%	Shares	Sole	2024-08-12
2024-03-31	$1,217,824	6,080	+17.7%	Shares	Sole	2024-05-13
2023-12-31	$878,906	5,167	+10.7%	Shares	Sole	2024-02-09
2023-09-30	$676,808	4,667	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.