SAPIENT CAPITAL LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1998653 INDIANAPOLIS, IN

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$115,049,621

+$7,317,934 QoQ

Shares Held

351,479

-4.0% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

2.00%

of 13F equity value

Holder Rank

#374

of 5,056 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SAPIENT CAPITAL LLC holds $194,476,068 across 6 Banks - Diversified names. JPM ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	351,479	$115,049,621
2	BAC	Bank Of America Corp /De/	1,114,172	$63,485,520
3	WFC	Wells Fargo & Company/Mn	176,500	$14,585,960
4	BNY	Bank of New York Mellon Corp	5,200	$751,972
5	C	Citigroup Inc	2,331	$326,246
6	MUFG	Mitsubishi Ufj Financial Group Inc	13,914	$276,749

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,049,621	351,479	-4.0%	Shares	Sole	2026-07-09
2026-03-31	$107,731,687	366,235	-20.1%	Shares	Sole	2026-04-08
2025-12-31	$147,761,069	458,572	-0.1%	Shares	Sole	2026-02-05
2025-09-30	$144,804,765	459,071	-2.8%	Shares	Sole	2025-10-17
2025-06-30	$136,946,526	472,376	-0.8%	Shares	Sole	2025-07-09
2025-03-31	$116,808,425	476,186	-0.4%	Shares	Sole	2025-04-15
2024-12-31	$114,603,912	478,094	+2.3%	Shares	Sole	2025-01-29
2024-09-30	$98,571,356	467,473	+1.7%	Shares	Sole	2024-10-11
2024-06-30	$92,990,046	459,755	+23.2%	Shares	Sole	2024-07-15
2024-03-31	$74,738,339	373,132	-0.5%	Shares	Sole	2024-04-22
2023-12-31	$63,798,046	375,062	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.