Select Asset Management & Trust

Position in JPM — Jpmorgan Chase & Co

CIK 1600636 MECHANICSBURG, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,234,005

+$1,059,288 QoQ

Shares Held

15,990

+12.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.01%

of 13F equity value

Holder Rank

#2,044

of 5,056 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Select Asset Management & Trust holds $6,260,267 across 3 Banks - Diversified names. JPM ranks #1 (83.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,990	$5,234,005
2	BAC	Bank Of America Corp /De/	9,969	$568,033
3	C	Citigroup Inc	3,274	$458,229

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,234,005	15,990	+12.7%	Shares	Sole	2026-08-11
2026-03-31	$4,174,717	14,192	+7.5%	Shares	Sole	2026-05-15
2025-12-31	$4,252,980	13,199	-0.5%	Shares	Sole	2026-02-10
2025-09-30	$4,183,231	13,262	0.0%	Shares	Sole	2025-10-30
2025-06-30	$3,844,785	13,262	+24.7%	Shares	Sole	2025-08-14
2025-03-31	$2,609,744	10,639	-0.4%	Shares	Sole	2025-05-12
2024-12-31	$2,560,101	10,680	0.0%	Shares	Sole	2025-02-13
2024-09-30	$2,251,984	10,680	+20.6%	Shares	Sole	2024-11-14
2024-06-30	$1,791,011	8,855	-0.8%	Shares	Sole	2024-08-12
2024-03-31	$1,788,077	8,927	-14.9%	Shares	Sole	2024-05-14
2023-12-31	$1,784,348	10,490	0.0%	Shares	Sole	2024-02-13
2023-09-30	$1,521,259	10,490	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,525,664	10,490	+25.5%	Shares	Sole	2023-08-11
2023-03-31	$1,089,521	8,361	+0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,121,075	8,360	-1.5%	Shares	Other	2023-02-09
2022-09-30	$886,578	8,484	-4.0%	Shares	Other	2022-11-14
2022-06-30	$994,683	8,833	-0.3%	Shares	Other	2022-08-12
2022-03-31	$1,208,203	8,863	-57.6%	Shares	Other	2022-05-13
2021-12-31	$3,306,822	20,883	-14.6%	Shares	Other	2022-02-08
2021-09-30	$4,003,856	24,460	+3.6%	Shares	Other	2021-11-09
2021-06-30	$3,671,521	23,605	-38.8%	Shares	Other	2021-08-10
2021-03-31	$5,870,749	38,565	+17.6%	Shares	Other	2021-05-13
2020-12-31	$4,167,260	32,795	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.