SCHNIEDERS CAPITAL MANAGEMENT, LLC.

Position in JPM — Jpmorgan Chase & Co

CIK 2057056 PASADENA, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$19,229,328

+$2,344,250 QoQ

Shares Held

58,746

+2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.09%

of 13F equity value

Holder Rank

#1,024

of 5,058 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SCHNIEDERS CAPITAL MANAGEMENT, LLC. holds $36,738,139 across 5 Banks - Diversified names. JPM ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	58,746	$19,229,328
2	BAC	Bank Of America Corp /De/	201,102	$11,458,791
3	WFC	Wells Fargo & Company/Mn	51,854	$4,285,214
4	C	Citigroup Inc	11,012	$1,541,239
5	BNY	Bank of New York Mellon Corp	1,546	$223,567

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,229,328	58,746	+2.3%	Shares	Sole	2026-07-24
2026-03-31	$16,885,078	57,401	-3.8%	Shares	Sole	2026-05-04
2025-12-31	$19,228,800	59,676	-0.8%	Shares	Sole	2026-01-29
2025-09-30	$18,969,329	60,138	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.