Ethos Capital Management, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 2106214 NEWTOWN, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,748,917

+$966,602 QoQ

Shares Held

8,398

+38.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.45%

of 13F equity value

Holder Rank

#2,661

of 5,058 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ethos Capital Management, Inc. holds $7,226,207 across 3 Banks - Diversified names. JPM ranks #1 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,398	$2,748,917
2	C	Citigroup Inc	18,966	$2,654,481
3	BNY	Bank of New York Mellon Corp	12,605	$1,822,809

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,748,917	8,398	+38.6%	Shares	Sole	2026-07-16
2026-03-31	$1,782,315	6,059	+17.3%	Shares	Sole	2026-04-07
2025-12-31	$1,663,944	5,164	—	Shares	Sole	2026-01-21
No filing history on record for this holder in this stock.