Everest Financial Group LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2056391 MINNEAPOLIS, MN

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,629,100

+$437,615 QoQ

Shares Held

14,142

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#2,170

of 5,058 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everest Financial Group LLC holds $7,719,523 across 4 Banks - Diversified names. JPM ranks #1 (60.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,142	$4,629,100
2	C	Citigroup Inc	8,720	$1,220,451
3	HSBC	Hsbc Holdings PLC	12,067	$1,147,451
4	WFC	Wells Fargo & Company/Mn	8,743	$722,521

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,629,100	14,142	-0.8%	Shares	Sole	2026-08-10
2026-03-31	$4,191,485	14,249	+57.1%	Shares	Sole	2026-05-15
2025-12-31	$2,922,213	9,069	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.