STRATEGY ASSET MANAGERS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1166716 PASADENA, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,800,825

+$2,368,472 QoQ

Shares Held

69,657

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.01%

of 13F equity value

Holder Rank

#937

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

STRATEGY ASSET MANAGERS LLC holds $25,557,206 across 5 Banks - Diversified names. JPM ranks #1 (89.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	69,657	$22,800,825
2	BNY	Bank of New York Mellon Corp	8,725	$1,261,722
3	C	Citigroup Inc	6,246	$874,190
4	BAC	Bank Of America Corp /De/	7,378	$420,398
5	WFC	Wells Fargo & Company/Mn	2,421	$200,071

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,800,825	69,657	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$20,432,353	69,460	-1.6%	Shares	Sole	2026-05-12
2025-12-31	$22,755,176	70,620	+6.0%	Shares	Sole	2026-02-11
2025-09-30	$21,024,040	66,652	+0.3%	Shares	Sole	2025-11-04
2025-06-30	$19,263,939	66,448	+0.8%	Shares	Sole	2025-08-07
2025-03-31	$16,170,421	65,921	-6.2%	Shares	Sole	2025-05-09
2024-12-31	$16,854,729	70,313	-1.4%	Shares	Sole	2025-02-12
2024-09-30	$15,040,643	71,330	-9.9%	Shares	Sole	2024-11-08
2024-06-30	$16,012,317	79,167	+11.1%	Shares	Sole	2024-08-02
2024-03-31	$14,268,971	71,238	-2.0%	Shares	Sole	2024-04-25
2023-12-31	$12,363,378	72,683	+2.4%	Shares	Sole	2024-02-12
2023-09-30	$10,294,534	70,987	-10.3%	Shares	Sole	2023-11-13
2023-06-30	$11,514,048	79,167	+6.3%	Shares	Sole	2023-08-25
2023-03-31	$9,704,185	74,470	+4.0%	Shares	Sole	2023-05-02
2022-12-31	$9,601,291	71,598	-1.2%	Shares	Sole	2023-01-13
2022-09-30	$7,569,771	72,438	-4.3%	Shares	Sole	2022-10-11
2022-06-30	$8,522,437	75,681	-0.8%	Shares	Sole	2022-07-13
2022-03-31	$10,404,896	76,327	+7.3%	Shares	Sole	2022-04-11
2021-12-31	$11,268,977	71,165	-2.1%	Shares	Sole	2022-01-14
2021-09-30	$11,901,081	72,705	-6.9%	Shares	Sole	2021-12-14
2021-06-30	$12,141,607	78,061	+0.6%	Shares	Sole	2021-08-04
2021-03-31	$11,817,158	77,627	-2.8%	Shares	Sole	2021-05-12
2020-12-31	$10,146,412	79,849	-3.9%	Shares	Sole	2021-02-10
2020-09-30	$7,999,555	83,095	-7.3%	Shares	Sole	2020-11-03
2020-06-30	$8,433,419	89,660	-1.6%	Shares	Sole	2020-08-10
2020-03-31	$8,204,163	91,127	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.