NEVILLE RODIE & SHAW INC

Position in JPM — Jpmorgan Chase & Co

CIK 71210 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$42,137,190

+$3,766,373 QoQ

Shares Held

128,730

-1.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.11%

of 13F equity value

Holder Rank

#659

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Financial Services · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $60,713,931 across 5 Banks - Diversified names. JPM ranks #1 (69.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	128,730	$42,137,190
2	BAC	Bank Of America Corp /De/	178,708	$10,182,781
3	BNY	Bank of New York Mellon Corp	37,725	$5,455,412
4	WFC	Wells Fargo & Company/Mn	29,602	$2,446,309
5	C	Citigroup Inc	3,517	$492,239

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,137,190	128,730	-1.3%	Shares	Sole	2026-07-06
2026-03-31	$38,370,817	130,442	-0.8%	Shares	Sole	2026-04-01
2025-12-31	$42,358,718	131,459	-1.4%	Shares	Sole	2026-01-06
2025-09-30	$42,076,153	133,393	+1.4%	Shares	Sole	2025-10-01
2025-06-30	$38,131,571	131,529	-2.4%	Shares	Sole	2025-07-02
2025-03-31	$33,047,306	134,722	-4.6%	Shares	Sole	2025-04-01
2024-12-31	$33,842,497	141,181	+3.1%	Shares	Sole	2025-01-06
2024-09-30	$28,887,820	137,000	-4.8%	Shares	Sole	2024-10-01
2024-06-30	$29,104,808	143,898	-0.6%	Shares	Sole	2024-07-01
2024-03-31	$28,987,215	144,719	+1.8%	Shares	Sole	2024-04-09
2023-12-31	$24,170,189	142,094	+2.6%	Shares	Sole	2024-01-02
2023-09-30	$20,091,360	138,542	-0.2%	Shares	Sole	2023-10-10
2023-06-30	$20,199,579	138,886	-0.5%	Shares	Sole	2023-07-06
2023-03-31	$18,183,066	139,537	-2.2%	Shares	Sole	2023-04-04
2022-12-31	$19,124,805	142,616	+3.7%	Shares	Sole	2023-01-03
2022-09-30	$14,365,092	137,465	-7.3%	Shares	Sole	2022-10-04
2022-06-30	$16,695,671	148,261	-2.7%	Shares	Sole	2022-07-06
2022-03-31	$20,762,625	152,308	+2.4%	Shares	Sole	2022-04-05
2021-12-31	$23,561,370	148,793	+1.2%	Shares	Sole	2022-01-05
2021-09-30	$24,077,652	147,093	+1.4%	Shares	Sole	2021-10-06
2021-06-30	$22,559,209	145,038	-0.6%	Shares	Sole	2021-07-06
2021-03-31	$22,209,899	145,897	+4.9%	Shares	Sole	2021-04-08
2020-12-31	$17,676,326	139,107	-4.3%	Shares	Sole	2021-03-04
2020-09-30	$13,994,576	145,368	+2.5%	Shares	Sole	2020-10-01
2020-06-30	$13,338,929	141,813	-16.4%	Shares	Sole	2020-07-15
2020-03-31	$15,272,148	169,634	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.