SPIREPOINT PRIVATE CLIENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2022908 VERO BEACH, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$9,466,383

+$878,971 QoQ

Shares Held

28,920

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#1,521

of 5,056 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SPIREPOINT PRIVATE CLIENT, LLC holds $15,854,807 across 5 Banks - Diversified names. JPM ranks #1 (59.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	28,920	$9,466,383
2	C	Citigroup Inc	20,316	$2,843,427
3	BAC	Bank Of America Corp /De/	31,557	$1,798,117
4	RY	Royal Bank Of Canada	5,123	$1,060,307
5	WFC	Wells Fargo & Company/Mn	8,308	$686,573

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,466,383	28,920	-0.9%	Shares	Sole	2026-08-05
2026-03-31	$8,587,412	29,193	-1.2%	Shares	Sole	2026-04-22
2025-12-31	$9,525,467	29,562	+13.2%	Shares	Sole	2026-01-22
2025-09-30	$8,236,823	26,113	+38.7%	Shares	Sole	2025-10-22
2025-06-30	$5,457,265	18,824	-2.3%	Shares	Sole	2025-07-16
2025-03-31	$4,725,213	19,263	-0.7%	Shares	Sole	2025-04-23
2024-12-31	$4,649,415	19,396	+13.2%	Shares	Sole	2025-01-27
2024-09-30	$3,612,875	17,134	-0.6%	Shares	Sole	2024-11-05
2024-06-30	$3,486,557	17,238	+29.7%	Shares	Sole	2024-08-08
2024-03-31	$2,661,185	13,286	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.