BEARING POINT CAPITAL, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2052916 BLOOMINGTON, MN

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$14,654,564

+$1,509,142 QoQ

Shares Held

44,770

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.36%

of 13F equity value

Holder Rank

#1,173

of 5,056 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BEARING POINT CAPITAL, LLC holds $28,075,933 across 4 Banks - Diversified names. JPM ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	44,770	$14,654,564
2	BAC	Bank Of America Corp /De/	225,144	$12,828,705
3	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	15,000	$375,900
4	WFC	Wells Fargo & Company/Mn	2,623	$216,764

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,654,564	44,770	+0.2%	Shares	Sole	2026-08-11
2026-03-31	$13,145,422	44,688	-7.7%	Shares	Sole	2026-05-07
2025-12-31	$15,600,925	48,417	+6.3%	Shares	Sole	2026-02-10
2025-09-30	$14,368,467	45,552	-1.0%	Shares	Sole	2025-11-12
2025-06-30	$13,341,368	46,019	+1.2%	Shares	Sole	2025-08-07
2025-03-31	$11,153,300	45,468	+9.9%	Shares	Sole	2025-05-07
2024-12-31	$9,914,885	41,362	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.