ROTHSCHILD INVESTMENT LLC

Position in JPM — Jpmorgan Chase & Co

CIK 85338 CHICAGO, IL

Position in JPM

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

Position Value

$52,217,318

+$10,226,861 QoQ

Shares Held

159,525

+11.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.31%

of 13F equity value

Holder Rank

#578

of 5,048 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $73,619,644 across 17 Banks - Diversified names. JPM ranks #1 (70.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	159,525	$52,217,318
2	BAC	Bank Of America Corp /De/	142,407	$8,114,350
3	WFC	Wells Fargo & Company/Mn	67,238	$5,556,548
4	BNY	Bank of New York Mellon Corp	23,287	$3,367,533
5	C	Citigroup Inc	20,103	$2,813,615
6	RY	Royal Bank Of Canada	1,250	$258,712
7	UBS	UBS Group AG	3,814	$189,021
8	BCS	Barclays PLC	6,626	$177,974

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,217,318	159,525	+11.8%	Shares	Sole	2026-08-06
2026-03-31	$41,990,457	142,747	-0.2%	Shares	Sole	2026-05-07
2025-12-31	$46,066,504	142,966	-1.6%	Shares	Sole	2026-02-10
2025-09-30	$45,833,871	145,306	-1.2%	Shares	Sole	2025-11-07
2025-06-30	$42,626,626	147,034	-1.4%	Shares	Sole	2025-08-11
2025-03-31	$36,585,268	149,145	-1.1%	Shares	Sole	2025-04-08
2024-12-31	$36,162,890	150,861	-2.2%	Shares	Sole	2025-02-04
2024-09-30	$32,516,509	154,209	-1.7%	Shares	Sole	2024-10-18
2024-06-30	$31,741,066	156,932	-4.5%	Shares	Sole	2024-07-31
2024-03-31	$32,931,523	164,411	-3.9%	Shares	Sole	2024-07-31
2023-12-31	$29,092,713	171,033	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.