MJP ASSOCIATES INC /ADV

Position in JPM — Jpmorgan Chase & Co

CIK 715113 FARMINGTON, CT

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,976,725

+$324,291 QoQ

Shares Held

15,204

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#2,097

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MJP ASSOCIATES INC /ADV holds $7,727,508 across 5 Banks - Diversified names. JPM ranks #1 (64.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,204	$4,976,725
2	BAC	Bank Of America Corp /De/	26,056	$1,484,670
3	C	Citigroup Inc	4,427	$619,602
4	WFC	Wells Fargo & Company/Mn	4,595	$379,730
5	TD	Toronto Dominion Bank	2,197	$266,781

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,976,725	15,204	-3.9%	Shares	Sole	2026-08-11
2026-03-31	$4,652,434	15,816	-0.4%	Shares	Sole	2026-05-05
2025-12-31	$5,114,275	15,872	+1.8%	Shares	Sole	2026-02-06
2025-09-30	$4,916,607	15,587	+1.4%	Shares	Sole	2025-11-07
2025-06-30	$4,457,656	15,376	+2.4%	Shares	Sole	2025-08-08
2025-03-31	$3,683,179	15,015	0.0%	Shares	Sole	2025-04-30
2024-12-31	$3,599,245	15,015	+3.7%	Shares	Sole	2025-02-14
2024-09-30	$3,051,987	14,474	+3.7%	Shares	Sole	2024-11-12
2024-06-30	$2,822,740	13,956	-4.4%	Shares	Sole	2024-07-12
2024-03-31	$2,924,980	14,603	+19.4%	Shares	Sole	2024-04-11
2023-12-31	$2,080,323	12,230	+32.7%	Shares	Sole	2024-01-18
2023-09-30	$1,336,504	9,216	-24.1%	Shares	Sole	2023-10-11
2023-06-30	$1,765,350	12,138	-3.0%	Shares	Sole	2023-07-12
2023-03-31	$1,631,090	12,517	+4.5%	Shares	Sole	2023-04-18
2022-12-31	$1,606,518	11,980	+4.5%	Shares	Sole	2023-01-20
2022-09-30	$1,197,883	11,463	+3.1%	Shares	Sole	2022-10-12
2022-06-30	$1,251,434	11,113	+5.4%	Shares	Sole	2022-07-11
2022-03-31	$1,437,767	10,547	+22.5%	Shares	Sole	2022-04-19
2021-12-31	$1,363,393	8,610	-7.8%	Shares	Sole	2022-01-18
2021-09-30	$1,528,046	9,335	+4.1%	Shares	Sole	2021-10-13
2021-06-30	$1,394,571	8,966	+3.3%	Shares	Sole	2021-07-14
2021-03-31	$1,321,204	8,679	+1.4%	Shares	Sole	2021-05-04
2020-12-31	$1,087,973	8,562	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.