Emerald Investment Advisers, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2127823 Leola, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$20,225,393

+$3,282,366 QoQ

Shares Held

61,789

+7.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#1,000

of 5,057 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Emerald Investment Advisers, LLC holds $34,995,782 across 4 Banks - Diversified names. JPM ranks #1 (57.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	61,789	$20,225,393
2	C	Citigroup Inc	60,450	$8,460,582
3	BAC	Bank Of America Corp /De/	65,774	$3,747,802
4	WFC	Wells Fargo & Company/Mn	31,002	$2,562,005

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,225,393	61,789	+7.3%	Shares	Sole	2026-08-12
2026-03-31	$16,943,027	57,598	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.