Joel Isaacson & Co., LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1599330 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$20,200,516

+$2,958,622 QoQ

Shares Held

61,713

+5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#1,001

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

Joel Isaacson & Co., LLC holds $35,452,874 across 5 Banks - Diversified names. JPM ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	61,713	$20,200,516
2	BNY	Bank of New York Mellon Corp	38,835	$5,615,929
3	WFC	Wells Fargo & Company/Mn	58,015	$4,794,359
4	BAC	Bank Of America Corp /De/	66,313	$3,778,514
5	C	Citigroup Inc	7,599	$1,063,556

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,200,516	61,713	+5.3%	Shares	Sole	2026-08-04
2026-03-31	$17,241,894	58,614	+1.0%	Shares	Sole	2026-04-23
2025-12-31	$18,695,848	58,022	+1.0%	Shares	Sole	2026-01-30
2025-09-30	$18,112,936	57,423	+6.4%	Shares	Sole	2025-10-30
2025-06-30	$15,639,484	53,946	+4.5%	Shares	Sole	2025-07-23
2025-03-31	$12,658,215	51,603	+4.2%	Shares	Sole	2025-04-25
2024-12-31	$11,866,603	49,504	+4.1%	Shares	Sole	2025-01-28
2024-09-30	$10,028,290	47,559	+0.8%	Shares	Sole	2024-10-23
2024-06-30	$9,544,042	47,187	-1.1%	Shares	Sole	2024-07-24
2024-03-31	$9,560,319	47,730	+11.1%	Shares	Sole	2024-04-30
2023-12-31	$7,309,367	42,971	+0.8%	Shares	Sole	2024-02-12
2023-09-30	$6,183,507	42,639	+0.6%	Shares	Sole	2023-10-24
2023-06-30	$6,161,420	42,364	+0.8%	Shares	Sole	2023-07-27
2023-03-31	$5,474,714	42,013	-0.8%	Shares	Sole	2023-04-25
2022-12-31	$5,680,878	42,363	+3.5%	Shares	Sole	2023-01-27
2022-09-30	$4,276,871	40,927	+6.7%	Shares	Sole	2022-10-14
2022-06-30	$4,318,593	38,350	-1.3%	Shares	Sole	2022-07-15
2022-03-31	$5,298,076	38,865	+0.5%	Shares	Sole	2022-04-21
2021-12-31	$6,123,552	38,671	+0.0%	Shares	Sole	2022-01-19
2021-09-30	$6,326,945	38,652	+11.3%	Shares	Sole	2021-10-21
2021-06-30	$5,401,126	34,725	+1.0%	Shares	Sole	2021-07-20
2021-03-31	$5,233,819	34,381	+1.1%	Shares	Sole	2021-04-23
2020-12-31	$4,321,904	34,012	+4.0%	Shares	Sole	2021-01-22
2020-09-30	$3,149,665	32,717	-2.3%	Shares	Sole	2020-10-14
2020-06-30	$3,149,410	33,483	+4.7%	Shares	Sole	2020-07-21
2020-03-31	$2,877,808	31,965	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.