CHAPMAN FINANCIAL GROUP, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2056577 KAILUA, HI

Position in JPM

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

Position Value

$4,425,500

+$429,337 QoQ

Shares Held

13,520

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.32%

of 13F equity value

Holder Rank

#2,215

of 5,057 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Financial Services · as of Jun 30, 2026

CHAPMAN FINANCIAL GROUP, LLC holds $9,328,553 across 3 Banks - Diversified names. JPM ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,520	$4,425,500
2	BAC	Bank Of America Corp /De/	44,886	$2,557,604
3	C	Citigroup Inc	16,758	$2,345,449

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,425,500	13,520	-0.5%	Shares	Sole	2026-08-05
2026-03-31	$3,996,163	13,585	-5.8%	Shares	Sole	2026-05-12
2025-12-31	$4,647,378	14,423	-1.2%	Shares	Sole	2026-02-02
2025-09-30	$4,606,854	14,605	+7.1%	Shares	Sole	2025-11-12
2025-06-30	$3,951,763	13,631	-3.5%	Shares	Sole	2025-08-15
2024-12-31	$3,386,383	14,127	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.