SYM FINANCIAL Corp

Position in JPM — Jpmorgan Chase & Co

CIK 764739 WINONA LAKE, IN

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,857,256

+$612,966 QoQ

Shares Held

11,784

+6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#2,325

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SYM FINANCIAL Corp holds $9,705,148 across 13 Banks - Diversified names. JPM ranks #1 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	11,784	$3,857,256
2	WFC	Wells Fargo & Company/Mn	11,096	$916,973
3	C	Citigroup Inc	6,480	$906,940
4	BAC	Bank Of America Corp /De/	11,044	$629,287
5	HSBC	Hsbc Holdings PLC	6,136	$583,472
6	SAN	Banco Santander, S.A.	39,750	$548,550
7	MUFG	Mitsubishi Ufj Financial Group Inc	25,296	$503,137
8	BCS	Barclays PLC	14,113	$379,075

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,857,256	11,784	+6.8%	Shares	Sole	2026-08-04
2026-03-31	$3,244,290	11,029	-0.8%	Shares	Sole	2026-05-08
2025-12-31	$3,583,086	11,120	+1.4%	Shares	Sole	2026-02-13
2025-09-30	$3,460,267	10,970	+8.5%	Shares	Sole	2025-11-03
2025-06-30	$2,930,410	10,108	+62.4%	Shares	Sole	2025-08-01
2025-03-31	$1,526,747	6,224	+2.8%	Shares	Sole	2025-05-06
2024-12-31	$1,451,204	6,054	-18.3%	Shares	Sole	2025-01-24
2024-09-30	$1,562,894	7,412	+52.9%	Shares	Sole	2024-11-14
2024-06-30	$980,556	4,848	+1.2%	Shares	Sole	2024-08-08
2024-03-31	$959,236	4,789	-30.8%	Shares	Sole	2024-05-06
2023-12-31	$1,177,432	6,922	-2.8%	Shares	Sole	2024-02-06
2023-09-30	$1,032,687	7,121	+271.9%	Shares	Sole	2023-10-27
2023-06-30	$278,517	1,915	+5.9%	Shares	Sole	2023-08-02
2023-03-31	$235,730	1,809	-19.6%	Shares	Sole	2023-05-02
2022-12-31	$301,725	2,250	+5.7%	Shares	Sole	2023-01-19
2022-09-30	$222,376	2,128	-0.2%	Shares	Sole	2022-10-28
2022-06-30	$240,197	2,133	-10.4%	Shares	Sole	2022-07-19
2022-03-31	$324,577	2,381	+32.8%	Shares	Sole	2022-04-22
2021-12-31	$283,921	1,793	-3.8%	Shares	Sole	2022-02-03
2021-09-30	$304,954	1,863	+19.6%	Shares	Sole	2021-10-15
2021-06-30	$242,331	1,558	0.0%	Shares	Sole	2021-07-20
2021-03-31	$237,174	1,558	-28.3%	Shares	Sole	2021-04-19
2020-12-31	$276,123	2,173	-0.9%	Shares	Sole	2021-01-26
2020-09-30	$211,120	2,193	-19.6%	Shares	Sole	2020-10-13
2020-06-30	$256,407	2,726	0.0%	Shares	Sole	2020-07-27
2020-03-31	$245,421	2,726	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.