AM INVESTMENT STRATEGIES LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1818897 CHATTANOOGA, TN

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$8,267,373

+$618,625 QoQ

Shares Held

25,257

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#1,628

of 5,058 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AM INVESTMENT STRATEGIES LLC holds $8,746,798 across 3 Banks - Diversified names. JPM ranks #1 (94.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	25,257	$8,267,373
2	C	Citigroup Inc	1,821	$254,867
3	BAC	Bank Of America Corp /De/	3,941	$224,558

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,267,373	25,257	-2.9%	Shares	Sole	2026-07-16
2026-03-31	$7,648,748	26,002	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$8,373,531	25,987	+0.7%	Shares	Sole	2026-02-05
2025-09-30	$8,139,355	25,804	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$7,475,619	25,786	-1.1%	Shares	Sole	2025-07-15
2025-03-31	$6,392,518	26,060	+0.1%	Shares	Sole	2025-05-07
2024-12-31	$6,237,493	26,021	-0.6%	Shares	Sole	2025-01-21
2024-09-30	$5,522,001	26,188	+0.1%	Shares	Sole	2024-10-29
2024-06-30	$5,292,739	26,168	+1.2%	Shares	Sole	2024-07-29
2024-03-31	$5,178,756	25,855	+0.1%	Shares	Sole	2024-05-02
2023-12-31	$4,392,492	25,823	+0.2%	Shares	Sole	2024-02-02
2023-09-30	$3,738,325	25,778	+0.1%	Shares	Sole	2023-10-25
2023-06-30	$3,745,807	25,755	+0.3%	Shares	Sole	2023-07-26
2023-03-31	$3,345,448	25,673	-0.0%	Shares	Sole	2023-04-21
2022-12-31	$3,443,017	25,675	-1.5%	Shares	Sole	2023-02-03
2022-09-30	$2,724,733	26,074	-0.3%	Shares	Sole	2022-11-07
2022-06-30	$2,943,850	26,142	+0.1%	Shares	Sole	2022-07-21
2022-03-31	$3,559,996	26,115	+1.5%	Shares	Sole	2022-05-06
2021-12-31	$4,073,078	25,722	+0.6%	Shares	Sole	2022-02-02
2021-09-30	$4,183,916	25,560	+0.1%	Shares	Sole	2021-10-28
2021-06-30	$3,972,802	25,542	-2.8%	Shares	Sole	2021-07-15
2021-03-31	$3,999,538	26,273	+0.1%	Shares	Sole	2021-04-26
2020-12-31	$3,333,935	26,237	+2.6%	Shares	Sole	2021-02-05
2020-09-30	$2,462,682	25,581	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.