BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 911274 CANTON, OH

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$31,135,629

+$3,365,161 QoQ

Shares Held

95,120

+0.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.05%

of 13F equity value

Holder Rank

#778

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $33,876,050 across 4 Banks - Diversified names. JPM ranks #1 (91.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	95,120	$31,135,629
2	WFC	Wells Fargo & Company/Mn	19,740	$1,631,313
3	BAC	Bank Of America Corp /De/	11,224	$639,543
4	C	Citigroup Inc	3,355	$469,565

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,135,629	95,120	+0.8%	Shares	Sole	2026-07-29
2026-03-31	$27,770,468	94,406	+0.2%	Shares	Sole	2026-04-16
2025-12-31	$30,350,868	94,193	+1.1%	Shares	Sole	2026-02-05
2025-09-30	$29,389,559	93,173	-1.0%	Shares	Sole	2025-11-13
2025-06-30	$27,289,808	94,132	+3.0%	Shares	Sole	2025-08-07
2025-03-31	$22,421,401	91,404	+0.5%	Shares	Sole	2025-04-08
2024-12-31	$21,803,542	90,958	-1.2%	Shares	Sole	2025-01-28
2024-09-30	$19,419,362	92,096	-0.0%	Shares	Sole	2024-10-22
2024-06-30	$18,635,225	92,135	+1.4%	Shares	Sole	2024-07-03
2024-03-31	$18,207,270	90,900	+0.2%	Shares	Sole	2024-04-08
2023-12-31	$15,430,791	90,716	+1.0%	Shares	Sole	2024-01-09
2023-09-30	$13,020,185	89,782	+0.4%	Shares	Sole	2023-10-10
2023-06-30	$13,004,953	89,418	+0.6%	Shares	Sole	2023-07-11
2023-03-31	$11,578,043	88,850	+1.9%	Shares	Sole	2023-04-11
2022-12-31	$11,692,849	87,195	+2.6%	Shares	Sole	2023-01-17
2022-09-30	$8,877,693	84,954	+2.8%	Shares	Sole	2022-10-06
2022-06-30	$9,302,824	82,611	+0.2%	Shares	Sole	2022-07-11
2022-03-31	$11,241,901	82,467	+0.5%	Shares	Sole	2022-04-12
2021-12-31	$12,993,884	82,058	+1.0%	Shares	Sole	2022-01-10
2021-09-30	$13,301,122	81,258	+1.0%	Shares	Sole	2021-10-08
2021-06-30	$12,515,526	80,465	-0.6%	Shares	Sole	2021-07-08
2021-03-31	$12,322,866	80,949	+0.2%	Shares	Sole	2021-04-23
2020-12-31	$10,260,648	80,748	-0.7%	Shares	Sole	2021-01-20
2020-09-30	$7,824,536	81,277	-1.6%	Shares	Sole	2020-10-08
2020-06-30	$7,769,261	82,599	-2.1%	Shares	Sole	2020-07-17
2020-03-31	$7,595,200	84,363	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.