Douglas Lane & Associates, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1672594 NEW YORK, NY

Position in JPM

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

Position Value

$190,336,830

+$14,852,447 QoQ

Shares Held

581,483

-2.5% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

2.82%

of 13F equity value

Holder Rank

#276

of 5,057 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Douglas Lane & Associates, LLC holds $317,967,974 across 5 Banks - Diversified names. JPM ranks #1 (59.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	581,483	$190,336,830
2	BAC	Bank Of America Corp /De/	1,202,334	$68,508,991
3	C	Citigroup Inc	415,680	$58,178,572
4	WFC	Wells Fargo & Company/Mn	7,570	$625,584
5	BNY	Bank of New York Mellon Corp	2,199	$317,997

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$190,336,830	581,483	-2.5%	Shares	Sole	2026-07-14
2026-03-31	$175,484,383	596,561	-1.8%	Shares	Sole	2026-04-15
2025-12-31	$195,777,327	607,589	-5.8%	Shares	Sole	2026-01-22
2025-09-30	$203,557,388	645,333	-7.9%	Shares	Sole	2025-10-10
2025-06-30	$203,237,636	701,037	-6.1%	Shares	Sole	2025-07-07
2025-03-31	$183,191,266	746,805	-2.3%	Shares	Sole	2025-04-09
2024-12-31	$183,141,316	764,012	-3.5%	Shares	Sole	2025-01-08
2024-09-30	$166,989,522	791,945	-4.4%	Shares	Sole	2024-10-10
2024-06-30	$167,597,894	828,626	-3.0%	Shares	Sole	2024-07-08
2024-03-31	$171,107,276	854,255	-2.2%	Shares	Sole	2024-04-11
2023-12-31	$148,625,555	873,754	-3.9%	Shares	Sole	2024-01-17
2023-09-30	$131,837,972	909,102	-1.5%	Shares	Sole	2023-10-16
2023-06-30	$134,286,351	923,311	-1.4%	Shares	Sole	2023-07-19
2023-03-31	$122,004,692	936,265	-2.5%	Shares	Sole	2023-04-17
2022-09-30	$100,313,416	959,937	+1.6%	Shares	Sole	2022-10-14
2022-06-30	$106,429,174	945,113	+2.1%	Shares	Sole	2022-07-18
2022-03-31	$126,219,369	925,905	+0.9%	Shares	Sole	2022-04-25
2021-12-31	$145,290,083	917,525	-0.4%	Shares	Sole	2022-01-25
2021-09-30	$150,794,010	921,217	-0.3%	Shares	Sole	2021-10-21
2021-06-30	$143,686,296	923,790	-0.5%	Shares	Sole	2021-07-19
2021-03-31	$141,319,523	928,329	-0.6%	Shares	Sole	2021-04-19
2020-12-31	$118,641,065	933,667	+0.7%	Shares	Sole	2021-01-14
2020-09-30	$89,239,305	926,969	+4.2%	Shares	Sole	2020-10-19
2020-06-30	$83,676,904	889,612	+2.1%	Shares	Sole	2020-07-28
2020-03-31	$78,445,209	871,323	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.