Sara-Bay Financial

Position in JPM — Jpmorgan Chase & Co

CIK 1816444 SARASOTA, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$19,379,899

+$1,909,149 QoQ

Shares Held

59,206

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

5.40%

of 13F equity value

Holder Rank

#1,020

of 5,058 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sara-Bay Financial holds $21,239,506 across 4 Banks - Diversified names. JPM ranks #1 (91.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	59,206	$19,379,899
2	RY	Royal Bank Of Canada	5,374	$1,112,256
3	BNS	Bank Of Nova Scotia	4,410	$382,964
4	BAC	Bank Of America Corp /De/	6,395	$364,387

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,379,899	59,206	-0.3%	Shares	Sole	2026-07-17
2026-03-31	$17,470,750	59,392	-3.4%	Shares	Sole	2026-04-17
2025-12-31	$19,808,474	61,475	+0.1%	Shares	Sole	2026-01-20
2025-09-30	$19,378,757	61,436	-0.9%	Shares	Sole	2025-10-10
2025-06-30	$17,963,983	61,964	-1.8%	Shares	Sole	2025-07-15
2025-03-31	$15,473,278	63,079	+0.5%	Shares	Sole	2025-04-11
2024-12-31	$15,045,158	62,764	-10.1%	Shares	Sole	2025-01-15
2024-06-30	$14,117,950	69,801	+12.2%	Shares	Sole	2024-07-19
2024-03-31	$12,460,863	62,211	-0.0%	Shares	Sole	2024-04-16
2023-12-31	$10,584,302	62,224	-0.1%	Shares	Sole	2024-01-12
2023-09-30	$9,028,365	62,256	-0.0%	Shares	Sole	2023-10-13
2023-06-30	$9,056,257	62,268	-0.3%	Shares	Sole	2023-07-14
2023-03-31	$8,142,550	62,486	-3.8%	Shares	Sole	2023-04-14
2022-12-31	$8,708,319	64,939	-0.7%	Shares	Sole	2023-01-11
2022-09-30	$6,833,777	65,395	+0.9%	Shares	Sole	2022-10-18
2022-06-30	$7,298,817	64,815	-0.5%	Shares	Sole	2022-08-26
2022-03-31	$8,880,157	65,142	+0.7%	Shares	Sole	2022-04-12
2021-12-31	$10,242,711	64,684	+1.1%	Shares	Sole	2022-01-14
2021-09-30	$10,472,722	63,979	+21.3%	Shares	Sole	2021-10-08
2021-06-30	$8,204,112	52,746	-0.2%	Shares	Sole	2021-07-16
2021-03-31	$8,043,072	52,835	+1.0%	Shares	Sole	2021-04-14
2020-12-31	$6,647,158	52,311	+1.3%	Shares	Sole	2021-01-15
2020-09-30	$4,973,115	51,658	-0.2%	Shares	Sole	2020-10-07
2020-06-30	$4,867,793	51,752	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.