STEPH & CO

Position in JPM — Jpmorgan Chase & Co

CIK 941519 MARINETTE, WI

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,381,332

+$196,750 QoQ

Shares Held

4,220

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.50%

of 13F equity value

Holder Rank

#3,314

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

STEPH & CO holds $3,396,838 across 5 Banks - Diversified names. JPM ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	4,220	$1,381,332
2	C	Citigroup Inc	8,698	$1,217,372
3	WFC	Wells Fargo & Company/Mn	9,488	$784,088
4	BAC	Bank Of America Corp /De/	169	$9,629
5	BMO	Bank Of Montreal /Can/	25	$4,417

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,381,332	4,220	+4.8%	Shares	Sole	2026-07-16
2026-03-31	$1,184,582	4,027	+0.1%	Shares	Sole	2026-04-17
2025-12-31	$1,296,613	4,024	-11.8%	Shares	Sole	2026-01-23
2025-09-30	$1,439,307	4,563	-8.4%	Shares	Sole	2025-10-06
2025-06-30	$1,444,911	4,984	-1.5%	Shares	Sole	2025-07-16
2025-03-31	$1,241,708	5,062	-3.0%	Shares	Sole	2025-04-23
2024-12-31	$1,250,567	5,217	-5.3%	Shares	Sole	2025-01-14
2024-09-30	$1,162,049	5,511	+1.5%	Shares	Sole	2024-10-15
2024-06-30	$1,098,676	5,432	-31.6%	Shares	Sole	2024-07-30
2024-03-31	$1,590,582	7,941	-6.6%	Shares	Sole	2024-04-12
2023-12-31	$1,445,850	8,500	-0.6%	Shares	Sole	2024-01-31
2023-09-30	$1,239,630	8,548	-0.4%	Shares	Sole	2023-10-26
2023-06-30	$1,248,020	8,581	-0.2%	Shares	Sole	2023-07-14
2023-03-31	$1,119,884	8,594	-3.6%	Shares	Sole	2023-04-18
2022-12-31	$1,194,965	8,911	+2.7%	Shares	Sole	2023-01-26
2022-09-30	$906,851	8,678	+1.8%	Shares	Sole	2022-10-11
2022-06-30	$959,887	8,524	+3.6%	Shares	Sole	2022-07-13
2022-03-31	$1,122,049	8,231	+1.5%	Shares	Sole	2022-04-15
2021-12-31	$1,284,060	8,109	+12.9%	Shares	Sole	2022-01-24
2021-09-30	$1,175,294	7,180	+5.1%	Shares	Sole	2021-10-22
2021-06-30	$1,062,338	6,830	+2.8%	Shares	Sole	2021-07-27
2021-03-31	$1,011,872	6,647	+0.1%	Shares	Sole	2021-04-16
2020-12-31	$843,871	6,641	+13.6%	Shares	Sole	2021-01-29
2020-09-30	$562,794	5,846	-6.2%	Shares	Sole	2020-10-27
2020-06-30	$586,087	6,231	+3.4%	Shares	Sole	2020-07-15
2020-03-31	$542,520	6,026	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.