BRAUN STACEY ASSOCIATES INC

Position in JPM — Jpmorgan Chase & Co

CIK 872080 New York, NY

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$56,933,488

+$4,528,296 QoQ

Shares Held

173,933

-2.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#552

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 5% None 0%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

BRAUN STACEY ASSOCIATES INC holds $120,643,965 across 3 Banks - Diversified names. JPM ranks #1 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	173,933	$56,933,488
2	C	Citigroup Inc	237,039	$33,175,978
3	BAC	Bank Of America Corp /De/	535,881	$30,534,499

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,933,488	173,933	-2.4%	Shares	Sole	2026-08-05
2026-03-31	$52,405,192	178,152	-2.2%	Shares	Sole	2026-04-22
2025-12-31	$58,721,050	182,239	-2.8%	Shares	Sole	2026-01-20
2025-09-30	$59,166,151	187,573	-0.4%	Shares	Sole	2025-10-21
2025-06-30	$54,621,653	188,409	-0.7%	Shares	Sole	2025-08-12
2025-03-31	$46,520,899	189,649	-3.0%	Shares	Sole	2025-04-29
2024-12-31	$46,877,927	195,561	-2.3%	Shares	Sole	2025-01-31
2024-09-30	$42,186,338	200,068	-1.3%	Shares	Defined	2024-11-07
2024-06-30	$41,009,629	202,757	+3.1%	Shares	Defined	2024-07-29
2024-03-31	$39,387,592	196,643	-0.2%	Shares	Defined	2024-04-30
2023-12-31	$33,513,101	197,020	-5.6%	Shares	Defined	2024-01-23
2023-09-30	$30,271,474	208,740	+1.2%	Shares	Defined	2023-11-21
2023-06-30	$30,005,726	206,310	-48.5%	Shares	Defined	2023-07-28
2023-03-31	$52,200,360	400,586	+101.0%	Shares	Defined	2023-05-08
2022-12-31	$26,724,520	199,288	+2.6%	Shares	Defined	2023-02-07
2022-09-30	$20,289,092	194,154	-6.4%	Shares	Defined	2022-11-08
2022-06-30	$23,354,412	207,392	-9.8%	Shares	Defined	2022-07-27
2022-03-31	$31,338,331	229,888	-13.8%	Shares	Defined	2022-04-28
2021-12-31	$42,223,235	266,645	+1.4%	Shares	Defined	2022-01-25
2021-09-30	$43,039,011	262,930	-2.0%	Shares	Defined	2021-12-01
2021-06-30	$41,724,227	268,254	-0.3%	Shares	Defined	2021-07-23
2021-03-31	$40,943,476	268,958	-4.7%	Shares	Defined	2021-04-28
2020-12-31	$35,859,534	282,203	+2.3%	Shares	Defined	2021-02-03
2020-09-30	$26,550,014	275,787	+1.8%	Shares	Defined	2020-10-27
2020-06-30	$25,476,808	270,857	+3.0%	Shares	Defined	2020-08-06
2020-03-31	$23,680,770	263,032	—	Shares	Defined	2020-06-09
No filing history on record for this holder in this stock.