SHUFRO ROSE & CO LLC

Position in JPM — Jpmorgan Chase & Co

CIK 908195 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$35,873,731

+$2,340,080 QoQ

Shares Held

109,595

-3.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

4.14%

of 13F equity value

Holder Rank

#715

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SHUFRO ROSE & CO LLC holds $41,190,176 across 6 Banks - Diversified names. JPM ranks #1 (87.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	109,595	$35,873,731
2	BAC	Bank Of America Corp /De/	44,493	$2,535,211
3	BNY	Bank of New York Mellon Corp	10,155	$1,468,514
4	CM	Canadian Imperial Bank Of Commerce /Can/	6,000	$690,000
5	WFC	Wells Fargo & Company/Mn	5,000	$413,200
6	C	Citigroup Inc	1,497	$209,520

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,873,731	109,595	-3.9%	Shares	Sole	2026-08-12
2026-03-31	$33,533,651	113,998	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$36,622,880	113,658	-0.8%	Shares	Sole	2026-02-09
2025-09-30	$36,127,775	114,535	-2.6%	Shares	Sole	2025-11-12
2025-06-30	$34,075,731	117,539	-1.2%	Shares	Sole	2025-08-11
2025-03-31	$29,194,134	119,014	-2.3%	Shares	Sole	2025-05-08
2024-12-31	$29,213,217	121,869	-2.0%	Shares	Sole	2025-02-25
2024-09-30	$26,210,741	124,304	0.0%	Shares	Sole	2024-11-12
2024-06-30	$25,141,727	124,304	-0.4%	Shares	Sole	2024-08-13
2024-03-31	$24,992,031	124,773	-33.4%	Shares	Sole	2024-05-08
2023-12-31	$31,890,518	187,481	-0.6%	Shares	Sole	2024-02-05
2023-09-30	$27,360,778	188,669	-1.8%	Shares	Sole	2023-10-26
2023-06-30	$27,936,406	192,082	-1.2%	Shares	Sole	2023-08-03
2023-03-31	$25,337,997	194,444	-1.5%	Shares	Sole	2023-04-20
2022-12-31	$26,465,573	197,357	+0.3%	Shares	Sole	2023-01-25
2022-09-30	$20,554,836	196,697	-1.3%	Shares	Sole	2022-10-24
2022-06-30	$22,433,375	199,213	+1.3%	Shares	Sole	2022-07-22
2022-03-31	$26,812,371	196,687	-2.0%	Shares	Sole	2022-05-09
2021-12-31	$31,774,035	200,657	-0.2%	Shares	Sole	2022-01-27
2021-09-30	$32,910,038	201,051	+1.8%	Shares	Sole	2021-11-05
2021-06-30	$30,732,837	197,588	-1.6%	Shares	Sole	2021-07-28
2021-03-31	$30,559,411	200,745	-0.4%	Shares	Sole	2021-04-28
2020-12-31	$25,617,439	201,601	-1.0%	Shares	Sole	2021-02-03
2020-09-30	$19,612,702	203,726	-1.3%	Shares	Sole	2020-10-27
2020-06-30	$19,417,746	206,440	+25.8%	Shares	Sole	2020-08-06
2020-03-31	$14,778,874	164,155	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.