Boreal Capital Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2080094 MIAMI, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$697,540

-$5,502 QoQ

Shares Held

2,131

-10.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#4,005

of 5,058 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Boreal Capital Management LLC holds $1,718,976 across 6 Banks - Diversified names. JPM ranks #2 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	14,343	$817,264
2	JPM	Jpmorgan Chase & Co This page	2,131	$697,540
3	C	Citigroup Inc	1,195	$167,252
4	WFC	Wells Fargo & Company/Mn	364	$30,080
5	ING	Ing Groep NV	218	$6,840
6	SAN	Banco Santander, S.A.	0	$0

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,540	2,131	-10.8%	Shares	Sole	2026-08-13
2026-03-31	$703,042	2,390	-8.1%	Shares	Sole	2026-05-14
2025-12-31	$838,416	2,602	+2.3%	Shares	Sole	2026-02-17
2025-09-30	$802,453	2,544	+4.2%	Shares	Sole	2026-02-13
2025-06-30	$707,670	2,441	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.