Coign Capital Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2056441 Draper, UT

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$878,881

+$98,181 QoQ

Shares Held

2,685

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.81%

of 13F equity value

Holder Rank

#3,783

of 5,056 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Coign Capital Advisors LLC holds $3,257,667 across 4 Banks - Diversified names. JPM ranks #3 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	7,093	$992,736
2	BAC	Bank Of America Corp /De/	15,980	$910,540
3	JPM	Jpmorgan Chase & Co This page	2,685	$878,881
4	WFC	Wells Fargo & Company/Mn	5,754	$475,510

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$878,881	2,685	+1.2%	Shares	Sole	2026-07-29
2026-03-31	$780,700	2,654	+0.0%	Shares	Sole	2026-05-15
2025-12-31	$854,849	2,653	+2.0%	Shares	Sole	2026-01-20
2025-09-30	$820,118	2,600	-8.9%	Shares	Sole	2025-10-30
2025-06-30	$827,403	2,854	+1.2%	Shares	Sole	2025-08-04
2025-03-31	$691,500	2,819	-1.7%	Shares	Sole	2025-05-09
2024-12-31	$687,727	2,869	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.