M.E. ALLISON & CO., INC.

Position in JPM — Jpmorgan Chase & Co

CIK 1619532 SAN ANTONIO, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,753,179

+$202,074 QoQ

Shares Held

5,356

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#3,095

of 5,058 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

M.E. ALLISON & CO., INC. holds $5,126,476 across 5 Banks - Diversified names. JPM ranks #1 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,356	$1,753,179
2	WFC	Wells Fargo & Company/Mn	18,785	$1,552,392
3	BAC	Bank Of America Corp /De/	12,189	$694,529
4	BNY	Bank of New York Mellon Corp	4,170	$603,023
5	UBS	UBS Group AG	10,560	$523,353

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,753,179	5,356	+1.6%	Shares	Sole	2026-07-07
2026-03-31	$1,551,105	5,273	-6.2%	Shares	Sole	2026-04-08
2025-12-31	$1,810,876	5,620	+0.0%	Shares	Sole	2026-01-12
2025-09-30	$1,772,401	5,619	-7.6%	Shares	Sole	2025-10-08
2025-06-30	$1,762,652	6,080	-4.9%	Shares	Sole	2025-07-25
2025-03-31	$1,567,467	6,390	-3.1%	Shares	Sole	2025-04-17
2024-12-31	$1,581,366	6,597	—	Shares	Sole	2025-01-16
No filing history on record for this holder in this stock.