Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$446,150
+$78,156 QoQ
Shares Held
1,363
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#4,376
of 5,058 holders
Holding Since
Dec 2022
14 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, 2026Lifestyle Asset Management, Inc. holds $1,296,885 across 3 Banks - Diversified names. JPM ranks #2 (34.4% of the industry book) .
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,150 | 1,363 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $367,994 | 1,251 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $323,508 | 1,004 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $323,829 | 1,117 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $249,470 | 1,017 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $259,605 | 1,083 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $218,661 | 1,037 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $228,149 | 1,128 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $267,801 | 1,337 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $272,500 | 1,602 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $249,289 | 1,719 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $253,647 | 1,744 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $220,093 | 1,689 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $206,782 | 1,542 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||