Ackerman Capital Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1699506 DALLAS, TX

Position in JPM

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

Position Value

$1,112,267

+$130,950 QoQ

Shares Held

3,398

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.36%

of 13F equity value

Holder Rank

#3,542

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

Ackerman Capital Advisors, LLC holds $1,528,905 across 3 Banks - Diversified names. JPM ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,398	$1,112,267
2	BAC	Bank Of America Corp /De/	3,716	$211,737
3	C	Citigroup Inc	1,464	$204,901

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,112,267	3,398	+1.9%	Shares	Sole	2026-07-30
2026-03-31	$981,317	3,336	-0.5%	Shares	Sole	2026-05-05
2025-12-31	$1,080,725	3,354	-0.7%	Shares	Sole	2026-02-11
2025-09-30	$1,065,207	3,377	0.0%	Shares	Sole	2025-10-22
2025-06-30	$979,026	3,377	+2.1%	Shares	Sole	2025-07-25
2025-03-31	$810,961	3,306	+5.7%	Shares	Sole	2025-05-09
2024-12-31	$749,573	3,127	0.0%	Shares	Sole	2025-02-04
2024-09-30	$659,359	3,127	0.0%	Shares	Sole	2024-10-24
2024-06-30	$632,467	3,127	0.0%	Shares	Sole	2024-07-25
2024-03-31	$626,338	3,127	+4.7%	Shares	Sole	2024-04-24
2023-12-31	$508,088	2,987	0.0%	Shares	Sole	2024-01-19
2023-09-30	$433,174	2,987	0.0%	Shares	Sole	2023-10-30
2023-06-30	$434,429	2,987	-3.5%	Shares	Sole	2023-07-21
2023-03-31	$403,309	3,095	+3.6%	Shares	Sole	2023-05-11
2022-12-31	$400,556	2,987	0.0%	Shares	Sole	2023-01-12
2022-09-30	$312,141	2,987	0.0%	Shares	Sole	2022-11-09
2022-06-30	$336,366	2,987	0.0%	Shares	Sole	2022-07-22
2022-03-31	$407,187	2,987	0.0%	Shares	Sole	2022-04-19
2021-12-31	$472,991	2,987	0.0%	Shares	Sole	2022-02-16
2021-09-30	$488,942	2,987	+0.2%	Shares	Sole	2021-11-03
2021-06-30	$463,664	2,981	-45.6%	Shares	Sole	2021-08-12
2021-03-31	$834,372	5,481	+83.9%	Shares	Sole	2021-04-29
2020-12-31	$378,795	2,981	-50.2%	Shares	Sole	2021-02-01
2020-09-30	$575,790	5,981	0.0%	Shares	Sole	2020-11-02
2020-06-30	$562,572	5,981	-4.8%	Shares	Sole	2020-08-20
2020-03-31	$565,478	6,281	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.