Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$389,522
+$40,943 QoQ
Shares Held
1,190
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#4,487
of 5,056 holders
Holding Since
Dec 2023
11 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, 2026SATOVSKY ASSET MANAGEMENT LLC holds $1,155,345 across 4 Banks - Diversified names. JPM ranks #1 (33.7% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,522 | 1,190 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $348,579 | 1,185 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $379,897 | 1,179 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $369,999 | 1,173 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $338,904 | 1,169 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $281,113 | 1,146 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $272,310 | 1,136 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $299,842 | 1,422 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $235,026 | 1,162 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $231,747 | 1,157 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $203,949 | 1,199 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||