Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,325,031
+$134,272 QoQ
Shares Held
4,048
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#3,358
of 5,058 holders
Holding Since
Dec 2021
18 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, 2026Alan B Lancz & Associates, Inc. holds $2,913,778 across 5 Banks - Diversified names. JPM ranks #1 (45.5% of the industry book) .
All Filings in JPM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,325,031 | 4,048 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,190,759 | 4,048 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,419,701 | 4,406 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,389,784 | 4,406 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,291,838 | 4,456 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,093,056 | 4,456 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,247,930 | 5,206 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,160,995 | 5,506 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $911,383 | 4,506 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $720,033 | 4,233 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $613,869 | 4,233 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $615,647 | 4,233 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $551,602 | 4,233 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $567,645 | 4,233 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $442,348 | 4,233 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $476,678 | 4,233 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $588,493 | 4,317 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $683,596 | 4,317 | Shares | Sole | 2022-04-13 | |
| No filing history on record for this holder in this stock. | ||||||