Altman Advisors, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1731671 CHICAGO, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,386,235

+$217,100 QoQ

Shares Held

7,290

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#2,810

of 5,056 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Altman Advisors, Inc. holds $14,842,297 across 5 Banks - Diversified names. JPM ranks #5 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MUFG	Mitsubishi Ufj Financial Group Inc	176,171	$3,504,041
2	C	Citigroup Inc	24,473	$3,425,241
3	UBS	UBS Group AG	62,585	$3,101,712
4	BAC	Bank Of America Corp /De/	42,560	$2,425,068
5	JPM	Jpmorgan Chase & Co This page	7,290	$2,386,235

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,386,235	7,290	-1.1%	Shares	Sole	2026-08-11
2026-03-31	$2,169,135	7,374	-18.4%	Shares	Sole	2026-05-05
2025-12-31	$2,913,191	9,041	-1.1%	Shares	Sole	2026-02-04
2025-09-30	$2,883,345	9,141	-0.3%	Shares	Sole	2025-11-13
2025-06-30	$2,657,025	9,165	+0.7%	Shares	Sole	2025-08-07
2025-03-31	$2,231,739	9,098	+0.7%	Shares	Sole	2025-05-02
2024-12-31	$2,166,259	9,037	+0.8%	Shares	Sole	2025-02-13
2024-09-30	$1,890,781	8,967	-37.6%	Shares	Sole	2024-11-08
2024-03-31	$2,877,309	14,365	+2.0%	Shares	Sole	2024-05-09
2023-12-31	$2,394,837	14,079	-5.6%	Shares	Sole	2024-02-08
2023-09-30	$2,163,553	14,919	+1.9%	Shares	Sole	2023-11-14
2023-03-31	$1,907,999	14,642	-19.9%	Shares	Sole	2023-05-09
2022-12-31	$2,451,616	18,282	-6.0%	Shares	Sole	2023-02-08
2022-09-30	$2,032,943	19,454	+3.8%	Shares	Sole	2022-11-08
2022-06-30	$2,110,311	18,740	+2.4%	Shares	Sole	2022-08-08
2022-03-31	$2,495,882	18,309	+5.8%	Shares	Sole	2022-05-09
2021-12-31	$2,741,513	17,313	+126.3%	Shares	Sole	2022-02-08
2021-09-30	$1,252,228	7,650	+12.0%	Shares	Sole	2021-11-09
2020-03-31	$614,904	6,830	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.