New Age Alpha Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1764807 RYE, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$19,700,356

+$1,054,142 QoQ

Shares Held

60,185

-5.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#1,011

of 5,058 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

New Age Alpha Advisors, LLC holds $50,148,096 across 5 Banks - Diversified names. JPM ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	60,185	$19,700,356
2	C	Citigroup Inc	104,754	$14,661,369
3	BAC	Bank Of America Corp /De/	213,553	$12,168,249
4	WFC	Wells Fargo & Company/Mn	32,733	$2,705,055
5	BNY	Bank of New York Mellon Corp	6,314	$913,067

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,700,356	60,185	-5.1%	Shares	Sole	2026-08-13
2026-03-31	$18,646,214	63,388	-0.1%	Shares	Sole	2026-05-11
2025-12-31	$20,439,703	63,434	-16.2%	Shares	Sole	2026-02-09
2025-09-30	$23,884,990	75,722	-2.8%	Shares	Sole	2025-11-12
2025-06-30	$22,594,135	77,935	+32.8%	Shares	Sole	2025-08-11
2025-03-31	$14,391,996	58,671	-43.8%	Shares	Sole	2025-05-09
2024-12-31	$25,040,106	104,460	+81509.4%	Shares	Sole	2025-02-12
2024-09-30	$26,990	128	+146.2%	Shares	Sole	2024-11-12
2024-06-30	$10,517	52	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.