Oliver Luxxe Assets LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1666239 GLADSTONE, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,725,683

+$174,284 QoQ

Shares Held

5,272

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#3,105

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

Oliver Luxxe Assets LLC holds $29,635,930 across 5 Banks - Diversified names. JPM ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	92,597	$12,959,876
2	WFC	Wells Fargo & Company/Mn	99,896	$8,255,405
3	BAC	Bank Of America Corp /De/	109,812	$6,257,087
4	JPM	Jpmorgan Chase & Co This page	5,272	$1,725,683
5	BNY	Bank of New York Mellon Corp	3,028	$437,879

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,725,683	5,272	-0.0%	Shares	Sole	2026-07-09
2026-03-31	$1,551,399	5,274	-2.3%	Shares	Sole	2026-04-08
2025-12-31	$1,739,988	5,400	-4.0%	Shares	Sole	2026-01-08
2025-09-30	$1,774,609	5,626	+1.4%	Shares	Sole	2025-10-24
2025-06-30	$1,609,000	5,550	+2.6%	Shares	Sole	2025-07-14
2025-03-31	$1,327,318	5,411	-0.6%	Shares	Sole	2025-05-14
2024-12-31	$1,305,460	5,446	-0.9%	Shares	Sole	2025-01-06
2024-09-30	$1,158,886	5,496	-0.9%	Shares	Sole	2024-10-11
2024-06-30	$1,122,138	5,548	+3.8%	Shares	Sole	2024-08-13
2024-03-31	$1,070,803	5,346	-5.3%	Shares	Sole	2024-04-18
2023-12-31	$960,724	5,648	-0.4%	Shares	Sole	2024-02-12
2023-09-30	$822,408	5,671	-1.9%	Shares	Sole	2023-11-09
2023-06-30	$840,934	5,782	-0.2%	Shares	Sole	2023-08-02
2023-03-31	$754,755	5,792	-0.1%	Shares	Sole	2023-04-19
2022-12-31	$777,243	5,796	-6.5%	Shares	Sole	2023-01-30
2022-09-30	$648,004	6,201	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$706,627	6,275	-83.9%	Shares	Sole	2022-08-15
2022-03-31	$5,297,258	38,859	+3.1%	Shares	Sole	2022-05-13
2021-12-31	$5,967,419	37,685	0.0%	Shares	Sole	2022-02-04
2021-09-30	$6,168,657	37,685	+4.2%	Shares	Sole	2021-11-10
2021-06-30	$5,623,393	36,154	-0.2%	Shares	Sole	2021-07-29
2021-03-31	$5,515,597	36,232	+0.3%	Shares	Sole	2021-04-29
2020-12-31	$4,590,657	36,127	+0.6%	Shares	Sole	2021-02-04
2020-09-30	$3,457,825	35,918	+13.5%	Shares	Sole	2020-10-20
2020-06-30	$2,977,375	31,654	+8.3%	Shares	Sole	2020-08-12
2020-03-31	$2,630,226	29,215	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.