Crumly & Associates Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1759578 SPRINGFIELD, IL

Position in JPM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,164,633

+$262,595 QoQ

Shares Held

6,613

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.05%

of 13F equity value

Holder Rank

#2,901

of 5,058 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Crumly & Associates Inc. holds $3,340,966 across 3 Banks - Diversified names. JPM ranks #1 (64.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,613	$2,164,633
2	HSBC	Hsbc Holdings PLC	7,097	$674,853
3	BAC	Bank Of America Corp /De/	8,801	$501,480

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,164,633	6,613	+2.3%	Shares	Sole	2026-07-08
2026-03-31	$1,902,038	6,466	+7.7%	Shares	Sole	2026-04-02
2025-12-31	$1,933,964	6,002	+0.5%	Shares	Sole	2026-01-14
2025-09-30	$1,883,117	5,970	-1.2%	Shares	Sole	2025-11-03
2025-06-30	$1,751,056	6,040	-2.0%	Shares	Sole	2025-07-02
2025-03-31	$1,512,029	6,164	+2.4%	Shares	Sole	2025-04-22
2024-12-31	$1,443,533	6,022	+1.1%	Shares	Sole	2025-02-03
2024-09-30	$1,255,882	5,956	+2.2%	Shares	Sole	2024-11-01
2024-06-30	$1,178,164	5,825	-1.8%	Shares	Sole	2024-08-02
2024-03-31	$1,187,979	5,931	-0.4%	Shares	Sole	2024-05-01
2023-12-31	$1,012,775	5,954	+5.8%	Shares	Sole	2024-01-29
2023-09-30	$816,172	5,628	+3.9%	Shares	Sole	2023-11-02
2023-06-30	$787,848	5,417	-0.3%	Shares	Sole	2023-07-21
2023-03-31	$707,843	5,432	+13.9%	Shares	Sole	2023-04-24
2022-12-31	$639,657	4,770	-21.8%	Shares	Sole	2023-03-03
2022-09-30	$637,032	6,096	-3.4%	Shares	Sole	2022-10-25
2022-06-30	$710,569	6,310	-11.5%	Shares	Sole	2022-08-01
2022-03-31	$972,370	7,133	+4.7%	Shares	Sole	2022-05-02
2021-12-31	$1,078,680	6,812	-13.6%	Shares	Sole	2022-02-04
2021-09-30	$1,291,186	7,888	+18.4%	Shares	Sole	2021-10-20
2021-06-30	$1,036,363	6,663	+29.9%	Shares	Sole	2021-08-09
2021-03-31	$780,787	5,129	+26.4%	Shares	Sole	2021-04-27
2020-12-31	$515,522	4,057	+81.0%	Shares	Sole	2021-01-25
2020-09-30	$215,837	2,242	—	Shares	Sole	2020-10-21
No filing history on record for this holder in this stock.