MOUNT VERNON ASSOCIATES INC /MD/

Position in JPM — Jpmorgan Chase & Co

CIK 799003 BALTIMORE, MD

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$7,556,085

+$306,806 QoQ

Shares Held

23,084

-6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.59%

of 13F equity value

Holder Rank

#1,704

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MOUNT VERNON ASSOCIATES INC /MD/ holds $13,050,942 across 4 Banks - Diversified names. JPM ranks #1 (57.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	23,084	$7,556,085
2	BAC	Bank Of America Corp /De/	76,419	$4,354,354
3	C	Citigroup Inc	6,670	$933,533
4	RY	Royal Bank Of Canada	1,000	$206,970

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,556,085	23,084	-6.3%	Shares	Sole	2026-07-24
2026-03-31	$7,249,279	24,644	+1.6%	Shares	Sole	2026-04-28
2025-12-31	$7,817,379	24,261	-0.4%	Shares	Sole	2026-01-22
2025-09-30	$7,682,928	24,357	-1.7%	Shares	Sole	2025-10-24
2025-06-30	$7,181,650	24,772	-0.8%	Shares	Sole	2025-07-22
2025-03-31	$6,128,575	24,984	+0.3%	Shares	Sole	2025-04-23
2024-12-31	$5,971,655	24,912	-0.6%	Shares	Sole	2025-01-14
2024-09-30	$5,285,627	25,067	+0.8%	Shares	Sole	2024-10-15
2024-06-30	$5,027,576	24,857	-1.8%	Shares	Sole	2024-07-19
2024-03-31	$5,071,996	25,322	-0.2%	Shares	Sole	2024-04-22
2023-12-31	$4,314,076	25,362	-1.0%	Shares	Sole	2024-01-26
2023-09-30	$3,714,252	25,612	+0.4%	Shares	Sole	2023-10-24
2023-06-30	$3,709,010	25,502	-0.2%	Shares	Sole	2023-07-24
2023-03-31	$3,329,681	25,552	-2.1%	Shares	Sole	2023-04-20
2022-12-31	$3,500,278	26,102	0.0%	Shares	Sole	2023-01-23
2022-09-30	$2,727,659	26,102	+0.2%	Shares	Sole	2022-10-21
2022-06-30	$2,934,841	26,062	+0.1%	Shares	Sole	2022-07-22
2022-03-31	$3,548,682	26,032	+1.2%	Shares	Sole	2022-04-25
2021-12-31	$4,074,662	25,732	-0.7%	Shares	Sole	2022-01-25
2021-09-30	$4,240,716	25,907	+1.9%	Shares	Sole	2021-10-20
2021-06-30	$3,955,693	25,432	+0.0%	Shares	Sole	2021-07-28
2021-03-31	$3,869,991	25,422	0.0%	Shares	Sole	2021-04-21
2020-12-31	$3,230,373	25,422	+0.3%	Shares	Sole	2021-01-25
2020-09-30	$2,440,155	25,347	-0.6%	Shares	Sole	2020-10-23
2020-06-30	$2,398,247	25,497	-0.1%	Shares	Sole	2020-07-27
2020-03-31	$2,298,645	25,532	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.