LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in JPM — Jpmorgan Chase & Co

CIK 932974 BOSTON, MA

Position in JPM

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

Position Value

$16,190,723

+$2,790,559 QoQ

Shares Held

49,463

+8.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,126

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $23,430,525 across 8 Banks - Diversified names. JPM ranks #1 (69.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	49,463	$16,190,723
2	BAC	Bank Of America Corp /De/	55,312	$3,151,677
3	C	Citigroup Inc	11,234	$1,572,310
4	MUFG	Mitsubishi Ufj Financial Group Inc	50,000	$994,500
5	HSBC	Hsbc Holdings PLC	8,000	$760,720
6	BNY	Bank of New York Mellon Corp	2,359	$341,134
7	WFC	Wells Fargo & Company/Mn	3,433	$283,703
8	TD	Toronto Dominion Bank	1,118	$135,758

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,190,723	49,463	+8.6%	Shares	Sole	2026-07-30
2026-03-31	$13,400,164	45,554	-37.1%	Shares	Sole	2026-04-13
2025-12-31	$23,336,461	72,424	-1.2%	Shares	Sole	2026-01-28
2025-09-30	$23,129,220	73,326	-3.0%	Shares	Sole	2025-10-24
2025-06-30	$21,914,876	75,592	-1.8%	Shares	Sole	2025-07-30
2025-03-31	$18,885,401	76,989	-2.1%	Shares	Sole	2025-04-24
2024-12-31	$18,855,348	78,659	-2.1%	Shares	Sole	2025-01-28
2024-09-30	$16,946,185	80,367	+56.5%	Shares	Sole	2024-10-25
2024-06-30	$10,386,657	51,353	+5.4%	Shares	Sole	2024-07-17
2024-03-31	$9,757,013	48,712	-0.6%	Shares	Sole	2024-04-23
2023-12-31	$8,336,941	49,012	-2.5%	Shares	Sole	2024-02-01
2023-09-30	$7,287,400	50,251	-0.8%	Shares	Sole	2023-11-03
2023-06-30	$7,366,390	50,649	-6.5%	Shares	Sole	2023-08-01
2023-03-31	$7,059,544	54,175	-4.5%	Shares	Sole	2023-05-02
2022-12-31	$7,608,565	56,738	-1.4%	Shares	Sole	2023-03-02
2022-09-30	$6,015,751	57,567	-0.0%	Shares	Sole	2022-10-25
2022-06-30	$6,483,520	57,575	+2.7%	Shares	Sole	2022-07-26
2022-03-31	$7,645,779	56,087	+9.4%	Shares	Sole	2022-04-13
2021-12-31	$8,118,129	51,267	+6.5%	Shares	Sole	2022-02-14
2021-09-30	$7,879,381	48,136	-3.4%	Shares	Sole	2021-11-12
2021-06-30	$7,751,802	49,838	+7.2%	Shares	Sole	2021-08-13
2021-03-31	$7,076,259	46,484	-0.1%	Shares	Sole	2021-04-14
2020-12-31	$5,915,489	46,553	+3.5%	Shares	Sole	2021-01-14
2020-09-30	$4,331,091	44,989	-8.8%	Shares	Sole	2020-10-15
2020-06-30	$4,639,039	49,320	-3.5%	Shares	Sole	2020-07-30
2020-03-31	$4,602,963	51,127	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.