Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,077,508
+$1,032,088 QoQ
Shares Held
30,787
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.80%
of 13F equity value
Holder Rank
#1,440
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Sep 30, 2020CallValue
$38,508
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Abbot Financial Management, Inc. holds $15,834,877 across 3 Banks - Diversified names. JPM ranks #1 (63.6% of the industry book) .
All Filings in JPM
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,077,508 | 30,787 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,045,420 | 30,750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,951,442 | 30,884 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,631,024 | 30,533 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,921,110 | 30,772 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,646,246 | 31,171 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,439,160 | 31,034 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,585,579 | 31,232 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,256,710 | 30,934 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,273,396 | 31,320 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,345,562 | 31,426 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,585,387 | 31,619 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,647,244 | 31,953 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,248,236 | 32,601 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,422,886 | 32,982 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,589,679 | 34,351 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,693,922 | 41,683 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,624,017 | 41,256 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,580,234 | 41,555 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,805,575 | 41,576 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $6,405,292 | 41,181 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $6,244,626 | 41,021 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,142,395 | 40,469 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $38,508 | 400 | Call | Sole | 2020-10-26 | |
| 2020-09-30 | $4,021,582 | 41,774 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $56,436 | 600 | Call | Sole | 2020-07-22 | |
| 2020-06-30 | $3,898,787 | 41,450 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $3,754,611 | 41,704 | Shares | Sole | 2020-05-12 | |
| 2020-03-31 | $54,018 | 600 | Call | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||