Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$30,493,408
+$6,396,410 QoQ
Shares Held
93,158
+13.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#787
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Sep 30, 2022CallValue
$522,500
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EASTERLY INVESTMENT PARTNERS LLC holds $81,485,523 across 4 Banks - Diversified names. JPM ranks #1 (37.4% of the industry book) .
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,493,408 | 93,158 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $24,096,998 | 81,918 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $26,009,597 | 80,720 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $26,791,361 | 84,936 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $27,453,316 | 94,696 | Shares | Other | 2025-07-29 | |
| 2025-03-31 | $23,782,325 | 96,952 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $26,123,834 | 108,981 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $24,463,765 | 116,019 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $24,599,265 | 121,622 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $25,898,589 | 129,299 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $26,420,782 | 155,325 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $21,720,370 | 149,775 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $22,882,365 | 157,332 | Shares | Other | 2023-11-13 | |
| 2023-03-31 | $21,382,958 | 164,093 | Shares | Other | 2023-11-13 | |
| 2022-12-31 | $22,248,128 | 165,907 | Shares | Other | 2023-11-13 | |
| 2022-09-30 | $17,511,587 | 167,575 | Shares | Other | 2022-11-09 | |
| 2022-09-30 | $522,500 | 5,000 | Call | Sole | 2022-11-09 | |
| 2022-06-30 | $16,854,675 | 149,673 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $18,536,793 | 135,980 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $22,251,658 | 140,522 | Shares | Other | 2022-08-02 | |
| 2021-09-30 | $1,183,969 | 7,233 | Shares | Other | 2021-11-01 | |
| 2021-06-30 | $1,125,020 | 7,233 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $3,432,938 | 22,551 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $919,097 | 7,233 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $42,579,739 | 442,295 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $58,233,862 | 619,114 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $52,836,896 | 586,881 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||