Rose Capital Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2148496 MIAMI BEACH, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,058,585

New position

Shares Held

3,234

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#3,590

of 5,056 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rose Capital Advisors LLC holds $9,361,707 across 4 Banks - Diversified names. JPM ranks #2 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	131,295	$7,481,189
2	JPM	Jpmorgan Chase & Co This page	3,234	$1,058,585
3	RY	Royal Bank Of Canada	2,892	$598,557
4	C	Citigroup Inc	1,596	$223,376

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,058,585	3,234	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.