Joseph P. Lucia & Associates, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1775391
Yorktown Heights, NY
Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$493,940
+$50,053 QoQ
Shares Held
1,509
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#4,288
of 5,057 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Joseph P. Lucia & Associates, LLC holds $1,030,079 across 3 Banks - Diversified names. JPM ranks #1 (48.0% of the industry book) .
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,940 | 1,509 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $443,887 | 1,509 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $471,730 | 1,464 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $454,850 | 1,442 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $387,899 | 1,338 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $328,211 | 1,338 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $320,731 | 1,338 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $276,226 | 1,310 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $264,960 | 1,310 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $262,393 | 1,310 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $216,367 | 1,272 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $209,118 | 1,442 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $209,724 | 1,442 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $213,969 | 1,642 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $220,192 | 1,642 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $102,137 | 907 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $125,823 | 923 | Shares | Sole | 2022-04-19 | |
| 2021-09-30 | $343,421 | 2,098 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $326,167 | 2,097 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $187,395 | 1,231 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $154,262 | 1,214 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $104,312 | 1,109 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $99,663 | 1,107 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||