Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,280,098
+$1,342,942 QoQ
Shares Held
43,626
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#1,191
of 5,056 holders
Holding Since
Dec 2021
19 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, 2026Mystic Asset Management, Inc. holds $31,071,584 across 6 Banks - Diversified names. JPM ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
43,626 | $14,280,098 | |
| 2 | BAC |
Bank Of America Corp /De/
|
158,781 | $9,047,341 | |
| 3 | C |
Citigroup Inc
|
29,407 | $4,115,803 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,163 | $2,327,390 | |
| 5 | TD |
Toronto Dominion Bank
|
6,661 | $808,845 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,403 | $492,107 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,280,098 | 43,626 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,937,156 | 43,980 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,282,079 | 44,324 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,407,896 | 45,677 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $13,301,070 | 45,880 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,272,516 | 45,954 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,462,142 | 43,645 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,428,590 | 25,745 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,272,513 | 26,068 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,222,221 | 26,072 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,302,679 | 25,295 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,534,427 | 24,372 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,559,789 | 24,476 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,218,135 | 24,696 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,355,182 | 25,020 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,460,034 | 23,541 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,600,277 | 23,091 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,066,654 | 22,496 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,522,654 | 22,246 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||