JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 2006637 MILTON, GA

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$18,703,963

+$2,150,992 QoQ

Shares Held

57,141

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.06%

of 13F equity value

Holder Rank

#1,045

of 5,058 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $36,626,112 across 5 Banks - Diversified names. JPM ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	57,141	$18,703,963
2	BAC	Bank Of America Corp /De/	270,050	$15,387,449
3	C	Citigroup Inc	11,498	$1,609,260
4	BMO	Bank Of Montreal /Can/	3,590	$634,353
5	BNS	Bank Of Nova Scotia	3,352	$291,087

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,703,963	57,141	+1.5%	Shares	Sole	2026-07-16
2026-03-31	$16,552,971	56,272	+0.9%	Shares	Sole	2026-04-27
2025-12-31	$17,965,698	55,756	+0.2%	Shares	Sole	2026-01-15
2025-09-30	$17,550,840	55,641	+2.1%	Shares	Sole	2025-10-14
2025-06-30	$15,800,674	54,502	+0.6%	Shares	Sole	2025-07-22
2025-03-31	$13,292,316	54,188	-0.4%	Shares	Sole	2025-04-22
2024-12-31	$13,035,669	54,381	+2.6%	Shares	Sole	2025-01-21
2024-09-30	$11,176,634	53,005	+3.4%	Shares	Sole	2024-10-15
2024-06-30	$10,371,286	51,277	+2.0%	Shares	Sole	2024-07-11
2024-03-31	$10,068,079	50,265	+2.0%	Shares	Sole	2024-04-26
2023-12-31	$8,385,419	49,297	-0.2%	Shares	Sole	2024-01-17
2023-09-30	$7,164,423	49,403	—	Shares	Sole	2024-01-05
No filing history on record for this holder in this stock.