CALTON & ASSOCIATES, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 822648 Tampa, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,088,685

-$338,867 QoQ

Shares Held

9,436

-19.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#2,547

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

CALTON & ASSOCIATES, INC. holds $4,449,375 across 4 Banks - Diversified names. JPM ranks #1 (69.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	9,436	$3,088,685
2	BAC	Bank Of America Corp /De/	12,423	$707,862
3	TD	Toronto Dominion Bank	2,905	$352,754
4	C	Citigroup Inc	2,144	$300,074

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,088,685	9,436	-19.0%	Shares	Sole	2026-08-10
2026-03-31	$3,427,552	11,652	+0.6%	Shares	Sole	2026-05-13
2025-12-31	$3,730,340	11,577	+1.3%	Shares	Sole	2026-02-10
2025-09-30	$3,604,734	11,428	+2.7%	Shares	Sole	2025-11-07
2025-06-30	$3,226,988	11,131	+20.9%	Shares	Sole	2025-08-12
2025-03-31	$2,257,741	9,204	+30.4%	Shares	Sole	2025-05-15
2024-12-31	$1,691,873	7,058	-10.3%	Shares	Sole	2025-01-23
2024-09-30	$1,658,624	7,866	-5.1%	Shares	Sole	2024-10-21
2024-06-30	$1,675,926	8,286	-1.1%	Shares	Sole	2024-07-19
2024-03-31	$1,678,914	8,382	-17.8%	Shares	Sole	2024-04-16
2023-12-31	$1,733,829	10,193	+447.1%	Shares	Sole	2024-02-07
2023-09-30	$270,172	1,863	-82.3%	Shares	Sole	2023-11-01
2023-06-30	$1,534,246	10,549	+23.6%	Shares	Sole	2023-07-24
2023-03-31	$1,112,326	8,536	-8.7%	Shares	Sole	2023-04-19
2022-12-31	$1,253,969	9,351	+45.5%	Shares	Sole	2023-01-18
2022-09-30	$671,726	6,428	-14.2%	Shares	Sole	2022-10-31
2022-06-30	$843,561	7,491	-48.5%	Shares	Sole	2022-07-12
2022-03-31	$1,981,002	14,532	-11.9%	Shares	Sole	2022-04-26
2021-12-31	$2,611,824	16,494	-6.8%	Shares	Sole	2022-01-13
2021-09-30	$2,896,985	17,698	+46.1%	Shares	Sole	2021-11-05
2021-06-30	$1,884,367	12,115	-38.3%	Shares	Sole	2021-08-11
2021-03-31	$2,988,731	19,633	+12.5%	Shares	Sole	2021-05-03
2020-12-31	$2,217,244	17,449	-28.3%	Shares	Sole	2021-01-25
2020-09-30	$2,342,441	24,332	+24.7%	Shares	Sole	2020-10-30
2020-06-30	$1,835,110	19,510	-17.9%	Shares	Sole	2020-08-10
2020-03-31	$2,140,013	23,770	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.