Morse Asset Management, Inc

Position in JPM — Jpmorgan Chase & Co

CIK 1705711 DARIEN, CT

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,548,270

+$164,542 QoQ

Shares Held

4,730

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#3,209

of 5,058 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Morse Asset Management, Inc holds $4,169,709 across 6 Banks - Diversified names. JPM ranks #2 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	11,664	$1,686,731
2	JPM	Jpmorgan Chase & Co This page	4,730	$1,548,270
3	C	Citigroup Inc	5,606	$784,615
4	BAC	Bank Of America Corp /De/	1,558	$88,774
5	WFC	Wells Fargo & Company/Mn	612	$50,575
6	BCS	Barclays PLC	400	$10,744

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,548,270	4,730	+0.6%	Shares	Sole	2026-08-13
2026-03-31	$1,383,728	4,704	+2.5%	Shares	Sole	2026-05-14
2025-12-31	$1,478,345	4,588	+70.7%	Shares	Sole	2026-02-03
2025-09-30	$847,875	2,688	+1.2%	Shares	Sole	2025-11-14
2025-06-30	$770,290	2,657	+3.4%	Shares	Sole	2025-08-15
2025-03-31	$630,175	2,569	+19.5%	Shares	Sole	2025-05-05
2024-12-31	$515,136	2,149	-70.3%	Shares	Sole	2025-02-14
2024-09-30	$1,523,674	7,226	+234.4%	Shares	Sole	2024-11-20
2024-06-30	$437,083	2,161	-0.2%	Shares	Sole	2024-08-14
2024-03-31	$433,649	2,165	+0.0%	Shares	Sole	2024-05-15
2023-12-31	$368,096	2,164	+48.5%	Shares	Sole	2024-02-15
2023-09-30	$211,294	1,457	-33.1%	Shares	Sole	2023-11-13
2023-03-31	$283,815	2,178	-13.5%	Shares	Sole	2023-05-03
2022-12-31	$337,663	2,518	-20.1%	Shares	Sole	2023-02-08
2022-09-30	$329,384	3,152	-11.1%	Shares	Sole	2022-11-14
2022-06-30	$399,315	3,546	+137.3%	Shares	Sole	2022-08-11
2021-12-31	$236,574	1,494	-56.2%	Shares	Sole	2022-02-14
2021-09-30	$558,346	3,411	+141.7%	Shares	Sole	2021-11-09
2021-06-30	$219,466	1,411	0.0%	Shares	Sole	2021-08-13
2021-03-31	$214,796	1,411	-70.2%	Shares	Sole	2021-05-13
2020-06-30	$445,844	4,740	-27.7%	Shares	Sole	2020-08-14
2020-03-31	$590,326	6,557	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.