Cottage Street Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1665302 MARION, MA

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$9,397,316

+$575,164 QoQ

Shares Held

28,709

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.40%

of 13F equity value

Holder Rank

#1,526

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cottage Street Advisors LLC holds $10,496,718 across 3 Banks - Diversified names. JPM ranks #1 (89.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	28,709	$9,397,316
2	BAC	Bank Of America Corp /De/	12,692	$723,190
3	C	Citigroup Inc	2,688	$376,212

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,397,316	28,709	-4.3%	Shares	Sole	2026-07-21
2026-03-31	$8,822,152	29,991	-0.6%	Shares	Sole	2026-04-20
2025-12-31	$9,725,888	30,184	-6.0%	Shares	Sole	2026-01-26
2025-09-30	$10,133,819	32,127	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$9,419,175	32,490	-3.1%	Shares	Sole	2025-08-04
2025-03-31	$8,220,984	33,514	-0.6%	Shares	Sole	2025-04-22
2024-12-31	$8,082,062	33,716	-1.6%	Shares	Sole	2025-02-12
2024-09-30	$7,221,744	34,249	-1.5%	Shares	Sole	2024-11-12
2024-06-30	$7,031,973	34,767	-0.4%	Shares	Sole	2024-07-24
2024-03-31	$6,990,670	34,901	-0.6%	Shares	Sole	2024-04-22
2023-12-31	$5,972,381	35,111	+0.0%	Shares	Sole	2024-01-18
2023-09-30	$5,091,652	35,110	+0.8%	Shares	Sole	2023-11-06
2023-06-30	$5,064,366	34,821	+0.0%	Shares	Sole	2023-07-24
2023-03-31	$4,536,091	34,810	-99.2%	Shares	Sole	2023-04-21
2022-12-31	$674,085	4,100,117	+11378.2%	Shares	Sole	2023-01-20
2022-09-30	$3,732,844	35,721	+0.1%	Shares	Sole	2022-10-27
2022-06-30	$4,019,276	35,692	-2.7%	Shares	Sole	2022-07-22
2022-03-31	$4,998,445	36,667	+0.2%	Shares	Sole	2022-04-20
2021-12-31	$5,793,868	36,589	+0.5%	Shares	Sole	2022-01-13
2021-09-30	$5,959,952	36,410	+0.8%	Shares	Sole	2021-10-12
2021-06-30	$5,617,171	36,114	-2.3%	Shares	Sole	2021-07-20
2021-03-31	$5,626,725	36,962	-1.3%	Shares	Sole	2021-04-22
2020-12-31	$4,758,136	37,445	-1.0%	Shares	Sole	2021-01-12
2020-09-30	$3,641,316	37,824	-3.2%	Shares	Sole	2020-10-08
2020-06-30	$3,675,958	39,081	+0.1%	Shares	Sole	2020-07-09
2020-03-31	$3,513,870	39,030	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.