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BLUE SQUARE ASSET MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1769578 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$4,139,742
+$416,559 QoQ
Shares Held
12,647
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
#2,267
of 5,056 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

BLUE SQUARE ASSET MANAGEMENT, LLC holds $8,340,990 across 2 Banks - Diversified names. JPM ranks #2 (49.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 JPM
Jpmorgan Chase & Co
This page
12,647 $4,139,742

All Filings in JPM

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,139,742 12,647
2026-03-31 $3,723,183 12,657
2025-12-31 $4,034,194 12,520
2025-09-30 $3,933,727 12,471
2025-06-30 $3,603,001 12,428
2025-03-31 $2,867,802 11,691
2024-12-31 $2,848,234 11,882
2024-09-30 $2,444,921 11,595
2024-06-30 $2,298,280 11,363
2024-03-31 $2,222,528 11,096
2023-12-31 $1,983,876 11,663
2023-09-30 $1,703,259 11,745
2023-06-30 $1,612,929 11,090
2023-03-31 $413,213 3,171
2022-06-30 $650,998 5,781
2022-03-31 $1,216,519 8,924
2021-12-31 $1,814,691 11,460
2021-09-30 $1,862,955 11,381
2021-06-30 $1,748,891 11,244
2021-03-31 $2,143,550 14,081
2020-12-31 $1,541,486 12,131
2020-09-30 $1,556,782 16,171
2020-06-30 $1,353,147 14,386
2020-03-31 $1,516,105 16,840