S Harris Financial Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2112907 SAN ANTONIO, TX

Position in JPM

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

Position Value

$5,886,702

+$604,177 QoQ

Shares Held

17,984

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

9.41%

of 13F equity value

Holder Rank

#1,946

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

S Harris Financial Group, LLC holds $7,579,615 across 5 Banks - Diversified names. JPM ranks #1 (77.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	17,984	$5,886,702
2	BAC	Bank Of America Corp /De/	16,737	$953,674
3	WFC	Wells Fargo & Company/Mn	4,233	$349,815
4	UBS	UBS Group AG	4,700	$232,932
5	SAN	Banco Santander, S.A.	11,340	$156,492

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,886,702	17,984	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$5,282,525	17,958	-0.3%	Shares	Sole	2026-04-21
2025-12-31	$5,801,248	18,004	—	Shares	Sole	2026-03-03
No filing history on record for this holder in this stock.