Shulman DeMeo Asset Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1767070 LAKE SUCCESS, NY

Position in JPM

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

Position Value

$1,248,763

+$91,538 QoQ

Shares Held

3,815

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#3,422

of 5,058 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Shulman DeMeo Asset Management LLC holds $3,173,781 across 4 Banks - Diversified names. JPM ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,815	$1,248,763
2	BNY	Bank of New York Mellon Corp	7,087	$1,024,851
3	C	Citigroup Inc	4,083	$571,456
4	TD	Toronto Dominion Bank	2,707	$328,711

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,248,763	3,815	-3.0%	Shares	Sole	2026-07-08
2026-03-31	$1,157,225	3,934	-0.4%	Shares	Sole	2026-04-09
2025-12-31	$1,272,769	3,950	-0.7%	Shares	Sole	2026-01-14
2025-09-30	$1,254,149	3,976	-0.5%	Shares	Sole	2025-10-17
2025-06-30	$1,158,480	3,996	-11.2%	Shares	Sole	2025-07-15
2025-03-31	$1,104,340	4,502	+0.0%	Shares	Sole	2025-04-09
2024-12-31	$1,078,695	4,500	-1.3%	Shares	Sole	2025-01-15
2024-09-30	$961,310	4,559	-0.4%	Shares	Sole	2024-10-15
2024-06-30	$925,946	4,578	+2.4%	Shares	Sole	2024-07-17
2024-03-31	$895,140	4,469	-0.1%	Shares	Sole	2024-04-16
2023-12-31	$760,857	4,473	+3.9%	Shares	Sole	2024-01-11
2023-09-30	$624,311	4,305	-0.7%	Shares	Sole	2023-10-19
2023-06-30	$630,773	4,337	+1.1%	Shares	Sole	2023-07-27
2023-03-31	$558,899	4,289	+0.3%	Shares	Sole	2023-04-14
2022-12-31	$573,545	4,277	-0.1%	Shares	Sole	2023-01-24
2022-09-30	$447,469	4,282	-0.3%	Shares	Sole	2022-10-18
2022-06-30	$483,547	4,294	+2.5%	Shares	Sole	2022-07-22
2022-03-31	$570,908	4,188	+4.9%	Shares	Sole	2022-04-27
2021-12-31	$632,291	3,993	+8.7%	Shares	Sole	2022-01-28
2021-06-30	$571,142	3,672	-2.5%	Shares	Sole	2021-07-21
2021-03-31	$573,145	3,765	-54.9%	Shares	Sole	2021-04-26
2020-12-31	$1,061,542	8,354	+14.1%	Shares	Sole	2021-01-13
2020-09-30	$704,985	7,323	+0.9%	Shares	Sole	2020-11-02
2020-06-30	$682,499	7,256	+17.2%	Shares	Sole	2020-07-21
2020-03-31	$557,555	6,193	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.