Secure Asset Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1800692 Troy, MI

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,254,001

-$30,595 QoQ

Shares Held

3,831

-12.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#3,427

of 5,072 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Secure Asset Management, LLC holds $6,402,927 across 5 Banks - Diversified names. JPM ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	59,880	$3,411,962
2	JPM	Jpmorgan Chase & Co This page	3,831	$1,254,001
3	BNY	Bank of New York Mellon Corp	5,157	$745,753
4	WFC	Wells Fargo & Company/Mn	8,160	$674,342
5	C	Citigroup Inc	2,264	$316,869

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,254,001	3,831	-12.3%	Shares	Sole	2026-07-15
2026-03-31	$1,284,596	4,367	+8.4%	Shares	Sole	2026-04-09
2025-12-31	$1,297,579	4,027	-7.1%	Shares	Sole	2026-01-20
2025-09-30	$1,366,758	4,333	-18.5%	Shares	Sole	2025-10-09
2025-06-30	$1,540,581	5,314	+32.2%	Shares	Sole	2025-07-10
2025-03-31	$986,106	4,020	-74.1%	Shares	Sole	2025-04-10
2024-12-31	$3,713,827	15,493	+0.5%	Shares	Sole	2025-01-17
2024-09-30	$3,249,141	15,409	-3.3%	Shares	Sole	2024-10-16
2024-06-30	$3,223,013	15,935	-8.5%	Shares	Sole	2024-07-24
2024-03-31	$3,487,223	17,410	-11.1%	Shares	Sole	2024-04-30
2023-12-31	$3,332,429	19,591	-7.5%	Shares	Sole	2024-01-22
2023-09-30	$3,069,928	21,169	+5.4%	Shares	Sole	2023-10-18
2023-06-30	$2,921,162	20,085	-1.2%	Shares	Sole	2023-07-13
2023-03-31	$2,649,462	20,332	-27.0%	Shares	Sole	2023-04-13
2022-12-31	$3,735,489	27,856	-2.0%	Shares	Sole	2023-01-20
2022-09-30	$2,971,771	28,438	+1.3%	Shares	Sole	2022-10-12
2022-06-30	$3,161,750	28,077	+4.2%	Shares	Sole	2022-07-20
2022-03-31	$3,673,278	26,946	-6.5%	Shares	Sole	2022-04-19
2021-12-31	$4,562,538	28,813	+43.8%	Shares	Sole	2022-01-24
2021-09-30	$3,280,838	20,043	+9.9%	Shares	Sole	2021-10-28
2021-06-30	$2,836,582	18,237	+1.6%	Shares	Sole	2021-07-16
2021-03-31	$2,733,289	17,955	+1.3%	Shares	Sole	2021-04-14
2020-12-31	$2,251,934	17,722	+50.2%	Shares	Sole	2021-02-08
2020-09-30	$1,136,178	11,802	+27.8%	Shares	Sole	2020-10-20
2020-06-30	$868,361	9,232	+160.8%	Shares	Sole	2020-07-14
2020-03-31	$318,706	3,540	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.