INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1818604 ORLANDO, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$545,798,879

+$534,937,910 QoQ

Shares Held

1,667,427

+32.1% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

21.24%

of 13F equity value

Holder Rank

#138

of 5,056 holders

Holding Since

Jun 2020

16 quarters on record

Financial Services · as of Jun 30, 2026

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $594,775,053 across 5 Banks - Diversified names. JPM ranks #1 (91.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,667,427	$545,798,879
2	WFC	Wells Fargo & Company/Mn	264,493	$21,857,701
3	BAC	Bank Of America Corp /De/	335,120	$19,095,137
4	C	Citigroup Inc	53,192	$7,444,752
5	BNY	Bank of New York Mellon Corp	4,001	$578,584

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$545,798,879	1,667,427	+32.1%	Shares	Sole	2026-07-22
2026-03-31	$10,860,969	1,261,880	+3949.3%	Shares	Sole	2026-05-01
2025-09-30	$9,829,745	31,163	-98.0%	Shares	Sole	2025-10-31
2025-06-30	$10,523,121	1,580,159	-0.1%	Shares	Sole	2025-07-29
2024-12-31	$9,881,589	1,582,078	-82.3%	Shares	Sole	2025-01-08
2024-09-30	$1,083,873	8,954,224	+1371.1%	Shares	Sole	2024-10-22
2024-03-31	$7,061,301	608,675	+88.1%	Shares	Sole	2024-04-11
2023-12-31	$5,984,086	323,532	-73.4%	Shares	Sole	2024-01-25
2022-12-31	$8,458,068	1,218,187	+5393.3%	Shares	Sole	2023-01-30
2021-12-31	$3,511,569	22,176	-61.8%	Shares	Sole	2022-02-10
2021-09-30	$9,508,097	58,086	-26.8%	Shares	Sole	2021-10-28
2021-06-30	$12,336,810	79,316	-68.3%	Shares	Sole	2021-07-14
2021-03-31	$5,801,000	250,358	+100.9%	Shares	Sole	2021-04-19
2020-12-31	$2,549,000	124,614	-5.7%	Shares	Sole	2021-04-19
2020-09-30	$1,551,000	132,112	-3.1%	Shares	Sole	2020-10-21
2020-06-30	$1,808,000	136,283	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.