North Capital, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 2065938 SALT LAKE CITY, UT

Position in JPM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,297,863

+$150,639 QoQ

Shares Held

3,965

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.93%

of 13F equity value

Holder Rank

#3,379

of 5,058 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

North Capital, Inc. holds $2,806,353 across 5 Banks - Diversified names. JPM ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,965	$1,297,863
2	BNY	Bank of New York Mellon Corp	4,204	$607,940
3	BAC	Bank Of America Corp /De/	5,759	$328,147
4	C	Citigroup Inc	2,257	$315,889
5	WFC	Wells Fargo & Company/Mn	3,104	$256,514

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,297,863	3,965	+1.7%	Shares	Sole	2026-07-14
2026-03-31	$1,147,224	3,900	+0.4%	Shares	Sole	2026-04-30
2025-09-30	$1,224,814	3,883	+5.6%	Shares	Sole	2025-10-09
2025-06-30	$1,065,999	3,677	+0.3%	Shares	Sole	2025-08-06
2025-03-31	$899,269	3,666	—	Shares	Sole	2025-04-28
No filing history on record for this holder in this stock.