Center For Asset Management LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1844878
PALM BEACH GARDENS, FL
Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,266,112
-$56,725 QoQ
Shares Held
3,868
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#3,405
of 5,058 holders
Holding Since
Sep 2022
11 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, 2026Center For Asset Management LLC holds $1,703,457 across 2 Banks - Diversified names. JPM ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,868 | $1,266,112 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,803 | $437,345 |
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,266,112 | 3,868 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,322,837 | 4,497 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,424,856 | 4,422 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,340,262 | 4,249 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,237,915 | 4,270 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,060,922 | 4,325 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,040,101 | 4,339 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $913,023 | 4,330 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $869,111 | 4,297 | Shares | Sole | 2024-07-29 | |
| 2022-12-31 | $595,001 | 4,437 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $358,748 | 3,433 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||