CCM INVESTMENT ADVISERS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 931097 COLUMBIA, SC

Position in JPM

as of Mar 31, 2026 · filed May 20, 2026 Compact

Position Value

$21,100,979

-$3,369,052 QoQ

Shares Held

71,733

-5.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

CCM INVESTMENT ADVISERS LLC holds $35,868,904 across 3 Banks - Diversified names. JPM ranks #1 (58.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	71,733	$21,100,979
2	BAC	Bank Of America Corp /De/	179,059	$8,729,126
3	SMFG	Sumitomo Mitsui Financial Group, Inc.	305,762	$6,038,799

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,100,979	71,733	-5.5%	Shares	Sole	2026-05-20
2025-12-31	$24,470,031	75,942	-0.3%	Shares	Sole	2026-01-12
2025-09-30	$24,026,618	76,171	+1.6%	Shares	Sole	2025-10-10
2025-06-30	$21,726,725	74,943	+0.7%	Shares	Sole	2025-07-15
2025-03-31	$18,257,924	74,431	-12.7%	Shares	Sole	2025-04-16
2024-12-31	$20,436,476	85,255	-1.8%	Shares	Sole	2025-01-10
2024-09-30	$18,310,449	86,837	-4.0%	Shares	Sole	2024-10-09
2024-06-30	$18,286,933	90,413	-0.3%	Shares	Sole	2024-07-11
2024-03-31	$18,171,015	90,719	-5.6%	Shares	Sole	2024-05-17
2023-12-31	$16,345,929	96,096	+3.5%	Shares	Sole	2024-03-05
2023-09-30	$13,465,687	92,854	+0.4%	Shares	Sole	2023-12-08
2023-06-30	$13,445,491	92,447	-1.8%	Shares	Sole	2023-08-21
2023-03-31	$12,271,032	94,168	-6.1%	Shares	Sole	2023-05-17
2022-12-31	$13,448,620	100,288	-3.5%	Shares	Sole	2023-02-15
2022-09-30	$10,854,937	103,875	+2.3%	Shares	Sole	2022-11-09
2022-06-30	$11,436,446	101,558	+2.7%	Shares	Sole	2022-07-27
2022-03-31	$13,483,820	98,913	-0.4%	Shares	Sole	2022-05-03
2021-12-31	$15,728,113	99,325	+7.9%	Shares	Sole	2022-02-01
2021-09-30	$15,074,375	92,091	-0.2%	Shares	Sole	2021-10-26
2021-06-30	$14,357,741	92,309	-0.7%	Shares	Sole	2021-07-30
2021-03-31	$14,152,823	92,970	-1.6%	Shares	Sole	2021-05-07
2020-12-31	$12,006,717	94,489	-5.8%	Shares	Sole	2021-02-25
2020-09-30	$9,652,030	100,260	-6.0%	Shares	Sole	2020-11-10
2020-06-30	$10,028,771	106,621	-0.8%	Shares	Sole	2020-08-10
2020-03-31	$9,676,604	107,482	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.