CALDWELL SUTTER CAPITAL, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 702007 SAUSALITO, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,345,974

-$300,289 QoQ

Shares Held

7,167

-20.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#2,825

of 5,048 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $5,193,961 across 9 Banks - Diversified names. JPM ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,167	$2,345,974
2	BAC	Bank Of America Corp /De/	20,609	$1,174,300
3	BNY	Bank of New York Mellon Corp	7,164	$1,035,986
4	WFC	Wells Fargo & Company/Mn	4,424	$365,599
5	C	Citigroup Inc	560	$78,377
6	BMO	Bank Of Montreal /Can/	442	$78,101
7	RY	Royal Bank Of Canada	375	$77,613
8	TD	Toronto Dominion Bank	259	$31,450

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,345,974	7,167	-20.3%	Shares	Sole	2026-08-05
2026-03-31	$2,646,263	8,996	-2.5%	Shares	Sole	2026-05-06
2025-12-31	$2,972,801	9,226	-1.4%	Shares	Sole	2026-01-30
2025-09-30	$2,951,478	9,357	-1.4%	Shares	Sole	2025-10-29
2025-06-30	$2,750,666	9,488	-0.9%	Shares	Sole	2025-07-11
2025-03-31	$2,348,011	9,572	-5.3%	Shares	Sole	2025-04-16
2024-12-31	$2,423,468	10,110	+7.6%	Shares	Sole	2025-01-21
2024-09-30	$1,981,662	9,398	-1.4%	Shares	Sole	2024-10-25
2024-06-30	$1,927,740	9,531	+5.7%	Shares	Sole	2024-07-23
2024-03-31	$1,805,504	9,014	-1.8%	Shares	Sole	2024-04-19
2023-12-31	$1,561,177	9,178	-0.7%	Shares	Sole	2024-01-19
2023-09-30	$1,340,419	9,243	-3.7%	Shares	Sole	2023-10-25
2023-06-30	$1,395,351	9,594	+53.2%	Shares	Sole	2023-07-19
2023-03-31	$816,131	6,263	+59.7%	Shares	Sole	2023-04-25
2022-12-31	$525,806	3,921	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.