Family Manage LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1539947 NEW YORK, NY

Position in JPM

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

Position Value

$6,439,890

+$598,167 QoQ

Shares Held

19,674

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#1,860

of 5,056 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Family Manage LLC holds $22,794,516 across 5 Banks - Diversified names. JPM ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	54,407	$7,614,803
2	JPM	Jpmorgan Chase & Co This page	19,674	$6,439,890
3	WFC	Wells Fargo & Company/Mn	49,501	$4,090,762
4	BNY	Bank of New York Mellon Corp	25,895	$3,744,675
5	BAC	Bank Of America Corp /De/	15,872	$904,386

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,439,890	19,674	-0.9%	Shares	Sole	2026-08-14
2026-03-31	$5,841,723	19,859	-15.3%	Shares	Sole	2026-05-15
2025-12-31	$7,558,314	23,457	+4.0%	Shares	Sole	2026-02-17
2025-09-30	$7,112,946	22,550	+0.8%	Shares	Sole	2025-11-13
2025-06-30	$6,486,736	22,375	-0.7%	Shares	Sole	2025-08-14
2025-03-31	$5,525,627	22,526	+3.5%	Shares	Sole	2025-05-15
2024-12-31	$5,219,205	21,773	+4.4%	Shares	Sole	2025-02-14
2024-09-30	$4,398,750	20,861	+4.7%	Shares	Sole	2024-11-14
2024-06-30	$4,028,412	19,917	+2.8%	Shares	Sole	2024-08-14
2024-03-31	$3,880,011	19,371	+2.8%	Shares	Sole	2024-05-15
2023-12-31	$3,205,194	18,843	+0.2%	Shares	Sole	2024-02-14
2023-09-30	$2,727,971	18,811	-43.2%	Shares	Sole	2023-11-14
2023-06-30	$4,814,791	33,105	-1.6%	Shares	Sole	2023-08-14
2023-03-31	$4,382,194	33,629	-2.9%	Shares	Sole	2023-05-15
2022-12-31	$4,642,944	34,623	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$3,627,926	34,717	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$3,949,457	35,072	-7.1%	Shares	Sole	2022-08-15
2022-03-31	$5,146,625	37,754	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$5,969,478	37,698	+1.6%	Shares	Sole	2022-02-14
2021-09-30	$6,073,717	37,105	-2.8%	Shares	Sole	2021-11-15
2021-06-30	$5,935,873	38,163	+8.2%	Shares	Sole	2021-08-13
2021-03-31	$5,366,868	35,255	+6.5%	Shares	Sole	2021-05-14
2020-12-31	$4,206,906	33,107	+603.2%	Shares	Sole	2021-02-10
2020-06-30	$442,834	4,708	+20.5%	Shares	Sole	2020-08-13
2020-03-31	$351,837	3,908	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.