Trust Asset Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1608376 HOUSTON, TX

Position in JPM

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

Position Value

$9,772,109

+$592,553 QoQ

Shares Held

29,854

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,472

of 5,058 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Trust Asset Management LLC holds $21,487,133 across 5 Banks - Diversified names. JPM ranks #1 (45.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	29,854	$9,772,109
2	BAC	Bank Of America Corp /De/	73,300	$4,176,634
3	C	Citigroup Inc	24,028	$3,362,958
4	WFC	Wells Fargo & Company/Mn	37,062	$3,062,803
5	BNY	Bank of New York Mellon Corp	7,694	$1,112,629

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,772,109	29,854	-4.3%	Shares	Sole	2026-07-14
2026-03-31	$9,179,556	31,206	-0.0%	Shares	Sole	2026-04-20
2025-12-31	$10,057,452	31,213	-3.7%	Shares	Sole	2026-01-13
2025-09-30	$10,227,502	32,424	0.0%	Shares	Sole	2025-11-12
2025-06-30	$9,400,041	32,424	0.0%	Shares	Sole	2025-07-23
2025-03-31	$7,953,607	32,424	-2.7%	Shares	Sole	2025-05-12
2024-12-31	$7,989,534	33,330	0.0%	Shares	Sole	2025-01-16
2024-09-30	$7,027,963	33,330	-2.3%	Shares	Sole	2024-11-13
2024-06-30	$6,897,268	34,101	0.0%	Shares	Sole	2024-07-24
2024-03-31	$6,830,430	34,101	-0.3%	Shares	Sole	2024-05-15
2023-12-31	$5,815,889	34,191	0.0%	Shares	Sole	2024-02-02
2023-09-30	$4,958,378	34,191	0.0%	Shares	Sole	2023-11-08
2023-06-30	$4,972,739	34,191	0.0%	Shares	Sole	2023-08-14
2023-03-31	$4,455,429	34,191	+2.8%	Shares	Sole	2023-05-12
2022-12-31	$4,459,897	33,258	0.0%	Shares	Sole	2023-02-01
2022-09-30	$3,475,461	33,258	+7.1%	Shares	Sole	2022-11-14
2022-06-30	$3,497,666	31,060	+4.0%	Shares	Sole	2022-08-10
2022-03-31	$4,071,196	29,865	+3.2%	Shares	Sole	2022-05-10
2021-12-31	$4,582,965	28,942	0.0%	Shares	Sole	2022-01-31
2021-09-30	$4,737,515	28,942	+4.3%	Shares	Sole	2021-10-29
2021-06-30	$4,315,146	27,743	+13.0%	Shares	Sole	2021-07-19
2021-03-31	$3,736,180	24,543	+21.6%	Shares	Sole	2021-04-21
2020-12-31	$2,564,272	20,180	+28.7%	Shares	Sole	2021-01-27
2020-09-30	$1,508,935	15,674	+78.1%	Shares	Sole	2020-10-28
2020-06-30	$827,822	8,801	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.