Fielder Capital Group LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2010765 NASHVILLE, TN

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,048,431

+$218,756 QoQ

Shares Held

6,258

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#2,948

of 5,056 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Financial Services · as of Jun 30, 2026

Fielder Capital Group LLC holds $3,371,047 across 5 Banks - Diversified names. JPM ranks #1 (60.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,258	$2,048,431
2	BMO	Bank Of Montreal /Can/	2,640	$466,488
3	C	Citigroup Inc	2,610	$365,295
4	BAC	Bank Of America Corp /De/	5,023	$286,210
5	BNY	Bank of New York Mellon Corp	1,415	$204,623

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,048,431	6,258	+0.6%	Shares	Sole	2026-08-06
2026-03-31	$1,829,675	6,220	-4.0%	Shares	Sole	2026-05-12
2025-12-31	$2,087,018	6,477	-13.0%	Shares	Sole	2026-02-10
2025-09-30	$2,348,691	7,446	-3.5%	Shares	Sole	2025-11-06
2025-06-30	$2,236,075	7,713	-9.2%	Shares	Sole	2025-07-31
2025-03-31	$2,084,559	8,498	+4.8%	Shares	Sole	2025-05-07
2024-12-31	$1,943,568	8,108	-0.2%	Shares	Sole	2025-02-05
2024-09-30	$1,713,237	8,125	+6.3%	Shares	Sole	2024-11-12
2024-06-30	$1,545,266	7,640	-18.9%	Shares	Sole	2024-08-01
2024-03-31	$1,888,027	9,426	+0.2%	Shares	Sole	2024-04-25
2023-12-31	$1,599,790	9,405	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.