Van Diest Capital, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2111825 POLY CITY, IA

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,468,729

-$2,365 QoQ

Shares Held

4,487

-10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.10%

of 13F equity value

Holder Rank

#3,269

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

Van Diest Capital, LLC holds $2,970,873 across 5 Banks - Diversified names. JPM ranks #1 (49.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	4,487	$1,468,729
2	WFC	Wells Fargo & Company/Mn	8,541	$705,828
3	BNY	Bank of New York Mellon Corp	2,090	$302,234
4	ING	Ing Groep NV	8,988	$282,043
5	C	Citigroup Inc	1,515	$212,039

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,468,729	4,487	-10.3%	Shares	Sole	2026-08-04
2026-03-31	$1,471,094	5,001	+34.7%	Shares	Sole	2026-05-15
2025-12-31	$1,196,080	3,712	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.