Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$906,704
+$739,033 QoQ
Shares Held
2,770
+386.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
#3,754
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sherman Asset Management, Inc. holds $1,402,079 across 4 Banks - Diversified names. JPM ranks #1 (64.7% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,704 | 2,770 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $167,671 | 570 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $183,665 | 570 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $179,795 | 570 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $165,248 | 570 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $139,821 | 570 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $138,072 | 576 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||