AFT, FORSYTH & COMPANY, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 1512073 JUPITER, FL

Position in JPM

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

Position Value

$3,557,422

-$48,391 QoQ

Shares Held

10,868

-11.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

#2,401

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

AFT, FORSYTH & COMPANY, INC. holds $5,247,247 across 3 Banks - Diversified names. JPM ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,868	$3,557,422
2	C	Citigroup Inc	9,948	$1,392,322
3	TD	Toronto Dominion Bank	2,450	$297,503

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,557,422	10,868	-11.3%	Shares	Sole	2026-08-14
2026-03-31	$3,605,813	12,258	-0.8%	Shares	Sole	2026-05-14
2025-12-31	$3,983,605	12,363	+0.2%	Shares	Sole	2026-02-13
2025-09-30	$3,891,775	12,338	+4.4%	Shares	Sole	2025-11-07
2025-06-30	$3,426,156	11,818	0.0%	Shares	Sole	2025-08-14
2025-03-31	$2,898,955	11,818	+1.7%	Shares	Sole	2025-05-12
2024-12-31	$2,784,950	11,618	-1.6%	Shares	Sole	2025-01-29
2024-09-30	$2,490,467	11,811	-1.8%	Shares	Sole	2024-11-14
2024-06-30	$2,432,378	12,026	+9.1%	Shares	Sole	2024-08-13
2024-03-31	$2,208,307	11,025	-6.7%	Shares	Sole	2024-04-30
2023-12-31	$2,010,582	11,820	+0.6%	Shares	Sole	2024-02-09
2023-09-30	$1,703,114	11,744	+1.8%	Shares	Sole	2023-11-07
2023-06-30	$1,678,232	11,539	+2.3%	Shares	Sole	2023-08-14
2023-03-31	$1,469,766	11,279	-1.2%	Shares	Sole	2023-05-02
2022-12-31	$1,530,483	11,413	-0.4%	Shares	Sole	2023-02-13
2022-09-30	$1,197,883	11,463	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$1,317,762	11,702	-2.9%	Shares	Sole	2022-07-28
2022-03-31	$1,642,928	12,052	-5.7%	Shares	Sole	2022-05-10
2021-12-31	$2,024,663	12,786	-5.7%	Shares	Sole	2022-02-07
2021-09-30	$2,220,127	13,563	-2.7%	Shares	Sole	2021-11-08
2021-06-30	$2,167,138	13,933	+2.6%	Shares	Sole	2021-07-15
2021-03-31	$2,067,587	13,582	+4.9%	Shares	Sole	2021-05-04
2020-12-31	$1,645,810	12,952	+7.4%	Shares	Sole	2021-02-09
2020-09-30	$1,160,631	12,056	-7.7%	Shares	Sole	2020-11-05
2020-06-30	$1,228,047	13,056	-7.3%	Shares	Sole	2020-08-06
2020-03-31	$1,268,432	14,089	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.