Henson-Edgewater Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2115631 AVON, OH

Position in JPM

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$3,424,526

+$435,273 QoQ

Shares Held

10,462

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.06%

of 13F equity value

Holder Rank

#2,437

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

Henson-Edgewater Management, LLC holds $14,513,765 across 4 Banks - Diversified names. JPM ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	182,474	$10,397,368
2	JPM	Jpmorgan Chase & Co This page	10,462	$3,424,526
3	C	Citigroup Inc	2,600	$363,896
4	BNY	Bank of New York Mellon Corp	2,268	$327,975

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,424,526	10,462	+3.0%	Shares	Sole	2026-08-18
2026-03-31	$2,989,253	10,162	-5.5%	Shares	Sole	2026-04-30
2025-12-31	$3,463,542	10,749	—	Shares	Sole	2026-03-31
No filing history on record for this holder in this stock.