FISHMAN JAY A LTD/MI

Position in JPM — Jpmorgan Chase & Co

CIK 1006407 TROY, MI

Position in JPM

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

Position Value

$49,169,548

+$4,447,521 QoQ

Shares Held

150,214

-1.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.99%

of 13F equity value

Holder Rank

#607

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

FISHMAN JAY A LTD/MI holds $50,588,777 across 3 Banks - Diversified names. JPM ranks #1 (97.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	150,214	$49,169,548
2	BAC	Bank Of America Corp /De/	21,142	$1,204,671
3	C	Citigroup Inc	1,533	$214,558

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,169,548	150,214	-1.2%	Shares	Sole	2026-07-29
2026-03-31	$44,722,027	152,033	-3.0%	Shares	Sole	2026-04-29
2025-12-31	$50,485,107	156,679	-0.7%	Shares	Sole	2026-01-28
2025-09-30	$49,766,021	157,772	-1.5%	Shares	Sole	2025-11-05
2025-06-30	$46,417,200	160,109	+1.0%	Shares	Sole	2025-07-22
2025-03-31	$38,878,578	158,494	-7.5%	Shares	Sole	2025-04-22
2024-12-31	$41,077,904	171,365	-0.3%	Shares	Sole	2025-01-29
2024-09-30	$36,253,581	171,932	-0.1%	Shares	Sole	2024-10-30
2024-06-30	$34,802,473	172,068	-0.1%	Shares	Sole	2024-08-05
2024-03-31	$34,503,878	172,261	-0.9%	Shares	Sole	2024-04-23
2023-12-31	$29,571,204	173,846	-2.0%	Shares	Sole	2024-01-24
2023-09-30	$25,715,091	177,321	-8.4%	Shares	Sole	2023-11-13
2023-06-30	$28,139,731	193,480	-18.7%	Shares	Sole	2023-08-15
2023-03-31	$31,027,983	238,109	-1.2%	Shares	Sole	2023-05-09
2022-12-31	$32,303,214	240,889	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$25,155,658	240,724	-0.8%	Shares	Sole	2022-10-26
2022-06-30	$27,313,442	242,549	-0.2%	Shares	Sole	2022-08-09
2022-03-31	$33,114,990	242,921	+1.1%	Shares	Sole	2022-05-10
2021-12-31	$38,041,845	240,239	+2.1%	Shares	Sole	2022-02-14
2021-09-30	$38,524,114	235,348	-2.9%	Shares	Sole	2021-11-08
2021-06-30	$37,684,231	242,280	-1.5%	Shares	Sole	2021-08-09
2021-03-31	$37,441,272	245,952	-1.4%	Shares	Sole	2021-05-03
2020-12-31	$31,712,097	249,564	+0.1%	Shares	Sole	2021-02-10
2020-09-30	$24,002,902	249,329	-0.4%	Shares	Sole	2020-11-10
2020-06-30	$23,544,252	250,311	-0.7%	Shares	Sole	2020-08-10
2020-03-31	$22,700,074	252,139	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.