PARK AVENUE SECURITIES LLC

Broker-Dealer

Position in JPM — Jpmorgan Chase & Co

CIK 1071640 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$53,886,701

+$6,824,043 QoQ

Shares Held

164,625

+2.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#572

of 5,073 holders

Holding Since

Mar 2020

25 quarters on record

Financial Services · as of Jun 30, 2026

PARK AVENUE SECURITIES LLC holds $145,869,601 across 18 Banks - Diversified names. JPM ranks #1 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	164,625	$53,886,701
2	C	Citigroup Inc	119,558	$16,733,337
3	BAC	Bank Of America Corp /De/	238,698	$13,601,012
4	WFC	Wells Fargo & Company/Mn	141,500	$11,693,560
5	BNY	Bank of New York Mellon Corp	54,986	$7,951,525
6	SAN	Banco Santander, S.A.	448,674	$6,191,701
7	TD	Toronto Dominion Bank	40,249	$4,887,436
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	191,292	$4,793,777

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,886,701	164,625	+2.9%	Shares	Sole	2026-07-20
2026-03-31	$47,062,658	159,990	+0.8%	Shares	Sole	2026-04-07
2025-12-31	$51,136,958	158,702	+1.8%	Shares	Sole	2026-01-05
2025-09-30	$49,172,698	155,891	-1.1%	Shares	Sole	2025-10-23
2025-06-30	$45,686,626	157,589	+12.6%	Shares	Sole	2025-07-14
2024-12-31	$33,536,867	139,906	+19.0%	Shares	Sole	2025-01-14
2024-09-30	$24,788,912	117,561	-4.7%	Shares	Sole	2024-10-03
2024-06-30	$24,944,523	123,329	+1.0%	Shares	Sole	2024-07-09
2024-03-31	$24,467,846	122,156	+1.5%	Shares	Sole	2024-04-10
2023-12-31	$20,471,024	120,347	+1.3%	Shares	Sole	2024-01-10
2023-09-30	$17,222,720	118,761	+2.4%	Shares	Sole	2023-10-26
2023-06-30	$16,872,058	116,007	+5.8%	Shares	Sole	2023-07-14
2023-03-31	$14,288,361	109,649	+0.0%	Shares	Sole	2023-04-18
2022-12-31	$14,696,689	109,595	+6.2%	Shares	Sole	2023-01-24
2022-09-30	$10,779,279	103,151	+9.0%	Shares	Sole	2022-11-01
2022-06-30	$10,653,356	94,604	+7.8%	Shares	Sole	2022-07-27
2022-03-31	$11,963,170	87,758	+6.1%	Shares	Sole	2022-04-29
2021-12-31	$13,098,553	82,719	+9.4%	Shares	Sole	2022-04-08
2021-09-30	$12,377,419	75,615	+5.7%	Shares	Sole	2021-10-21
2021-06-30	$11,129,820	71,556	+5.6%	Shares	Sole	2021-08-05
2021-03-31	$10,314,648	67,757	+1.7%	Shares	Sole	2021-04-28
2020-12-31	$8,466,674	66,630	+10.3%	Shares	Sole	2021-01-20
2020-09-30	$5,817,114	60,425	+19.5%	Shares	Sole	2020-11-03
2020-06-30	$4,757,084	50,575	+12.6%	Shares	Sole	2020-07-30
2020-03-31	$4,042,977	44,907	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.