D'Orazio & Associates, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1646821 VIENNA, VA

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,063,160

+$214,953 QoQ

Shares Held

6,303

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#2,940

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

D'Orazio & Associates, Inc. holds $7,351,180 across 11 Banks - Diversified names. JPM ranks #1 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,303	$2,063,160
2	BCS	Barclays PLC	39,374	$1,057,585
3	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	34,556	$865,973
4	C	Citigroup Inc	5,730	$801,970
5	UBS	UBS Group AG	10,117	$501,398
6	HSBC	Hsbc Holdings PLC	4,302	$409,077
7	SAN	Banco Santander, S.A.	29,195	$402,891
8	BNY	Bank of New York Mellon Corp	2,549	$368,610

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,063,160	6,303	+0.3%	Shares	Sole	2026-07-28
2026-03-31	$1,848,207	6,283	-1.1%	Shares	Sole	2026-05-07
2025-12-31	$2,047,385	6,354	+1.6%	Shares	Sole	2026-02-04
2025-09-30	$1,972,068	6,252	+1.7%	Shares	Sole	2025-11-10
2025-06-30	$1,782,076	6,147	-2.5%	Shares	Sole	2025-08-08
2025-03-31	$1,546,125	6,303	+5.1%	Shares	Sole	2025-04-17
2024-12-31	$1,438,260	6,000	+1.7%	Shares	Sole	2025-01-28
2024-09-30	$1,243,441	5,897	+4.4%	Shares	Sole	2024-11-05
2024-06-30	$1,141,959	5,646	+5.5%	Shares	Sole	2024-08-08
2024-03-31	$1,071,605	5,350	+12.9%	Shares	Sole	2024-05-09
2023-12-31	$806,274	4,740	+12.5%	Shares	Sole	2024-02-08
2023-09-30	$610,969	4,213	+4.4%	Shares	Sole	2023-10-11
2023-06-30	$586,704	4,034	+15.8%	Shares	Sole	2023-08-04
2023-03-31	$454,000	3,484	+5.9%	Shares	Sole	2023-04-24
2022-12-31	$441,323	3,291	+9.6%	Shares	Sole	2023-01-26
2022-09-30	$313,918	3,004	+45.1%	Shares	Sole	2022-10-14
2022-06-30	$233,215	2,071	+29.0%	Shares	Sole	2022-08-15
2022-03-31	$218,929	1,606	+4.2%	Shares	Sole	2022-05-02
2021-12-31	$244,175	1,542	-6.9%	Shares	Sole	2022-02-07
2021-09-30	$271,070	1,656	+60.2%	Shares	Sole	2021-11-10
2021-06-30	$160,828	1,034	0.0%	Shares	Sole	2021-08-04
2021-03-31	$157,405	1,034	0.0%	Shares	Sole	2021-05-05
2020-12-31	$131,390	1,034	+5.6%	Shares	Sole	2021-02-05
2020-09-30	$94,248	979	-1.8%	Shares	Sole	2020-10-19
2020-06-30	$93,777	997	+28.0%	Shares	Sole	2020-07-22
2020-03-31	$70,133	779	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.