Costello Asset Management, INC

Position in JPM — Jpmorgan Chase & Co

CIK 1760145 FEASTERVILLE, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,847,771

+$327,409 QoQ

Shares Held

8,700

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#2,621

of 5,056 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Costello Asset Management, INC holds $3,232,576 across 6 Banks - Diversified names. JPM ranks #1 (88.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,700	$2,847,771
2	TD	Toronto Dominion Bank	2,100	$255,003
3	RY	Royal Bank Of Canada	400	$82,788
4	WFC	Wells Fargo & Company/Mn	398	$32,890
5	HSBC	Hsbc Holdings PLC	100	$9,509
6	BAC	Bank Of America Corp /De/	81	$4,615

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,847,771	8,700	+1.5%	Shares	Sole	2026-07-28
2026-03-31	$2,520,362	8,568	+10.8%	Shares	Sole	2026-04-30
2025-12-31	$2,491,082	7,731	+45.5%	Shares	Sole	2026-02-03
2025-09-30	$1,675,879	5,313	-0.4%	Shares	Sole	2025-11-06
2025-06-30	$1,546,669	5,335	-17.6%	Shares	Sole	2025-07-24
2025-03-31	$1,588,562	6,476	+0.9%	Shares	Sole	2025-05-09
2024-12-31	$1,538,938	6,420	-0.9%	Shares	Sole	2025-01-24
2024-09-30	$1,365,529	6,476	-4.8%	Shares	Sole	2024-11-01
2024-06-30	$1,375,772	6,802	-2.2%	Shares	Sole	2024-08-01
2024-03-31	$1,392,485	6,952	-11.9%	Shares	Sole	2024-04-24
2023-12-31	$1,341,918	7,889	-25.4%	Shares	Sole	2024-01-29
2023-09-30	$1,532,571	10,568	-4.5%	Shares	Sole	2023-11-08
2023-06-30	$1,608,857	11,062	-0.1%	Shares	Sole	2023-07-28
2023-03-31	$1,442,792	11,072	-5.7%	Shares	Sole	2023-05-05
2022-12-31	$1,574,199	11,739	-0.4%	Shares	Sole	2023-02-02
2022-09-30	$1,231,219	11,782	-5.3%	Shares	Sole	2022-11-03
2022-06-30	$1,401,431	12,445	-0.5%	Shares	Sole	2022-07-22
2022-03-31	$1,704,817	12,506	+99.9%	Shares	Sole	2022-04-26
2021-12-31	$990,637	6,256	+18.7%	Shares	Sole	2022-01-28
2021-09-30	$862,482	5,269	-2.5%	Shares	Sole	2021-10-29
2021-06-30	$840,382	5,403	-0.4%	Shares	Sole	2021-08-05
2021-03-31	$825,543	5,423	+4.6%	Shares	Sole	2021-05-03
2020-12-31	$658,730	5,184	+1.8%	Shares	Sole	2021-02-05
2020-09-30	$490,206	5,092	+0.1%	Shares	Sole	2020-11-04
2020-06-30	$478,295	5,085	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.