Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$576,755
+$59,034 QoQ
Shares Held
1,762
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#4,155
of 5,057 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MMA ASSET MANAGEMENT LLC holds $2,258,285 across 4 Banks - Diversified names. JPM ranks #3 (25.5% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,755 | 1,762 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $517,721 | 1,760 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $580,962 | 1,803 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $663,033 | 2,102 | Shares | Sole | 2025-11-05 | |
| 2024-06-30 | $338,785 | 1,675 | Shares | Sole | 2025-02-05 | |
| 2024-03-31 | $393,990 | 1,967 | Shares | Sole | 2025-02-05 | |
| 2023-12-31 | $334,756 | 1,968 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||