Granite Group Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2018114 Stamford, CT

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,388,520

+$336,610 QoQ

Shares Held

10,352

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.08%

of 13F equity value

Holder Rank

#2,450

of 5,058 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Granite Group Advisors, LLC holds $5,498,080 across 3 Banks - Diversified names. JPM ranks #1 (61.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,352	$3,388,520
2	BNY	Bank of New York Mellon Corp	12,496	$1,807,046
3	UBS	UBS Group AG	6,104	$302,514

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,388,520	10,352	-0.2%	Shares	Sole	2026-07-23
2026-03-31	$3,051,910	10,375	+3.7%	Shares	Sole	2026-04-14
2025-12-31	$3,223,166	10,003	-3.0%	Shares	Sole	2026-01-13
2025-09-30	$3,253,029	10,313	+0.3%	Shares	Sole	2025-10-23
2025-06-30	$2,979,984	10,279	-0.2%	Shares	Sole	2025-07-28
2025-03-31	$2,527,080	10,302	-10.9%	Shares	Sole	2025-05-06
2024-12-31	$2,771,047	11,560	-8.0%	Shares	Sole	2025-01-22
2024-09-30	$2,648,612	12,561	-13.6%	Shares	Sole	2024-10-31
2024-06-30	$2,940,455	14,538	-0.8%	Shares	Sole	2024-07-23
2024-03-31	$2,935,997	14,658	-3.2%	Shares	Sole	2024-05-31
2023-12-31	$2,575,824	15,143	—	Shares	Sole	2024-04-03
No filing history on record for this holder in this stock.