MARINO, STRAM & ASSOCIATES LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1099762 BRAINTREE, MA

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$9,296,826

+$898,558 QoQ

Shares Held

28,402

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.45%

of 13F equity value

Holder Rank

#1,535

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MARINO, STRAM & ASSOCIATES LLC holds $11,389,545 across 4 Banks - Diversified names. JPM ranks #1 (81.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	28,402	$9,296,826
2	C	Citigroup Inc	6,432	$900,222
3	BAC	Bank Of America Corp /De/	13,288	$757,150
4	WFC	Wells Fargo & Company/Mn	5,268	$435,347

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,296,826	28,402	-0.5%	Shares	Defined	2026-07-24
2026-03-31	$8,398,268	28,550	+0.1%	Shares	Defined	2026-04-29
2025-12-31	$9,190,036	28,521	-6.2%	Shares	Defined	2026-01-16
2025-09-30	$9,588,756	30,399	+7.0%	Shares	Defined	2025-11-03
2025-06-30	$8,234,603	28,404	+1.3%	Shares	Defined	2025-07-18
2025-03-31	$6,878,947	28,043	+0.2%	Shares	Defined	2025-04-21
2024-12-31	$6,709,722	27,991	+0.1%	Shares	Defined	2025-01-17
2024-09-30	$5,899,230	27,977	+0.2%	Shares	Defined	2024-10-21
2024-06-30	$5,645,885	27,914	-1.0%	Shares	Sole	2024-07-18
2024-03-31	$5,647,859	28,197	+0.2%	Shares	Sole	2024-04-24
2023-12-31	$4,785,423	28,133	+0.4%	Shares	Sole	2024-01-30
2023-09-30	$4,062,880	28,016	+0.2%	Shares	Sole	2023-10-30
2023-06-30	$4,067,811	27,969	+0.3%	Shares	Sole	2023-07-20
2023-03-31	$3,633,042	27,880	+1.3%	Shares	Sole	2023-04-20
2022-12-31	$3,692,175	27,533	-0.8%	Shares	Sole	2023-01-19
2022-09-30	$2,901,233	27,763	+3.1%	Shares	Sole	2022-10-17
2022-06-30	$3,032,812	26,932	+1.6%	Shares	Sole	2022-07-15
2022-03-31	$3,612,888	26,503	+1.9%	Shares	Sole	2022-04-25
2021-12-31	$4,120,108	26,019	+1.3%	Shares	Sole	2022-01-20
2021-09-30	$4,204,213	25,684	-26.8%	Shares	Sole	2021-10-14
2021-06-30	$5,454,165	35,066	+40.5%	Shares	Sole	2021-07-22
2021-03-31	$3,799,356	24,958	+1.7%	Shares	Sole	2021-04-26
2020-12-31	$3,117,027	24,530	+4.6%	Shares	Sole	2021-01-19
2020-09-30	$2,258,109	23,456	+3.4%	Shares	Sole	2020-10-22
2020-06-30	$2,134,033	22,688	+27.0%	Shares	Sole	2020-07-20
2020-03-31	$1,608,385	17,865	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.