McLean Asset Management Corp

Position in JPM — Jpmorgan Chase & Co

CIK 1833140 TYSONS, VA

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,261,195

+$257,672 QoQ

Shares Held

6,908

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#2,863

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

McLean Asset Management Corp holds $4,262,424 across 4 Banks - Diversified names. JPM ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,908	$2,261,195
2	BAC	Bank Of America Corp /De/	24,242	$1,381,309
3	C	Citigroup Inc	2,714	$379,851
4	WFC	Wells Fargo & Company/Mn	2,905	$240,069

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,261,195	6,908	+1.4%	Shares	Sole	2026-08-12
2026-03-31	$2,003,523	6,811	-11.0%	Shares	Sole	2026-04-22
2025-12-31	$2,466,916	7,656	+1.3%	Shares	Sole	2026-01-16
2025-09-30	$2,383,389	7,556	+2.2%	Shares	Sole	2025-10-07
2025-06-30	$2,143,594	7,394	+2.3%	Shares	Sole	2025-07-03
2025-03-31	$1,773,519	7,230	-4.0%	Shares	Sole	2025-04-09
2024-12-31	$1,805,016	7,530	+4.4%	Shares	Sole	2025-01-22
2024-09-30	$1,521,354	7,215	+11.0%	Shares	Sole	2024-10-07
2024-06-30	$1,314,285	6,498	+2.0%	Shares	Sole	2024-07-12
2024-03-31	$1,275,710	6,369	+0.1%	Shares	Sole	2024-04-10
2023-12-31	$1,082,686	6,365	+0.9%	Shares	Sole	2024-01-08
2023-09-30	$915,221	6,311	+0.3%	Shares	Sole	2023-10-12
2023-06-30	$915,108	6,292	+0.9%	Shares	Sole	2023-07-10
2023-03-31	$812,352	6,234	-3.7%	Shares	Sole	2023-04-11
2022-12-31	$868,297	6,475	+3.8%	Shares	Sole	2023-01-19
2022-09-30	$651,871	6,238	-4.4%	Shares	Sole	2022-10-12
2022-06-30	$734,442	6,522	-4.1%	Shares	Sole	2022-07-07
2022-03-31	$927,248	6,802	-1.6%	Shares	Sole	2022-04-08
2021-12-31	$1,094,198	6,910	-7.8%	Shares	Sole	2022-01-14
2021-09-30	$1,226,692	7,494	+11.2%	Shares	Sole	2021-10-27
2021-06-30	$1,047,872	6,737	+0.4%	Shares	Sole	2021-07-19
2021-03-31	$1,021,158	6,708	+1.0%	Shares	Sole	2021-04-28
2020-12-31	$843,998	6,642	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.